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Team

Our team is here to take care of you

When it comes to your financial future, Justin Fort and the Fort Wealth Management team are here to help you develop and maintain a comprehensive retirement plan designed to meet your retirement and legacy goals. Our experienced team takes a personal approach to every financial plan. Your financial security and peace-of- mind is our first priority. We make sure every question is answered so our clients can make an informed decision on their financial future.

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CFP®, ChFC®, RICP®, MSFS

FOUNDER & PRESIDENT
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VICE PRESIDENT OF OPERATIONS
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INVESTMENT ADVISOR & ACCOUNT MANAGER
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INVESTMENT ADVISOR & CLIENT SERVICING MANAGER
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FINANCIAL CONSULTANT
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FINANCIAL PLANNER & WEALTH MANAGER

Portfolio Management Team

Advisory Alpha
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CFA®, CFP®, AIF®

CHIEF INVESTMENT OFFICER
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CHIEF OPERATING OFFICER
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CFA®, CFP®

RESEARCH DIRECTOR
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OPERATIONS DIRECTOR
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FINANCIAL PLANNING DIRECTOR
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TECHNOLOGY DIRECTOR
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