Independent & fee-only
We are not a broker-dealer and do not earn commissions on the products we recommend. Our compensation is disclosed, transparent, and aligned with the long-term outcomes of the families we serve.
Registered Investment Adviser · Miami, Florida
Capital stewardship for families who think in decades.
Fortuna Private Wealth is an independent, fee-only registered investment adviser serving individuals, multi-generational families, and the closely held businesses that anchor them. We owe our clients a fiduciary duty — their interests come first, in writing and in practice.
Custody with third parties
Client assets are held at independent qualified custodians. We never take possession of client funds or securities outside the limited authority needed to direct trades and deduct disclosed fees.
Documented fiduciary process
Every recommendation is anchored to a written Investment Policy Statement, reviewed at least annually, and benchmarked against objectives that we set with the client — not against a sales target.
Who we serve
Built for the complexity that comes with capital.
Our clients are professionals at or near a liquidity event, multi-generational families with operating businesses, and international families with U.S. and cross-border exposure. The common thread is complexity that off-the-shelf advice tends to oversimplify.
We work in close coordination with our clients’ tax, legal, and trustee professionals. We do not provide legal or tax advice, and we tell you when a question belongs to counsel rather than to us.
- Concentrated positions and post-liquidity diversification
- Multi-generational planning and trustee coordination
- Cross-border families with U.S. and non-U.S. taxable persons
- Owners of closely held businesses and private fund interests
- Retirement and protected-income planning for professionals
Talk with us before you need to.
Most of our best work begins years before a transaction or transition. A confidential first conversation is complimentary and carries no obligation.
Request a conversation