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About Us

Welcome to Fortitude Financial, where we provide comprehensive investment management, financial planning and advisory, and retirement planning services to help you achieve your financial goals.

Who we are

Expert Investment Management, Financial Planning, and Advisory Services

Expert investment management
Customized financial planning and advisory
Retirement planning expertise
Dedicated client support

Our vision

Our vision is to be the leading investment management and financial planning firm, providing our clients with unparalleled expertise, customized solutions, and exceptional service.
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Our mission

To help our clients achieve their financial goals and maximize their wealth through strategic investment management and planning.
To empower our clients to make informed investment decisions, achieve their financial goals, and secure their financial future.
To prioritize transparency, accountability, and client communication in everything we do.
To deliver exceptional investment management and financial planning solutions that drive real results for our clients.

Our core values

Building financial futures, one client at a time

1/ Client-first approach
Our clients are at the center of everything we do. We strive to understand your unique financial situation and tailor our services to meet your needs.
2/ Transparency and integrity
We believe in open and honest communication with our clients. We’ll always be transparent about our fees, investment strategies, and performance.
3/ Expertise and innovation
Our team has decades of experience in investment management and financial planning. We’re constantly seeking new ways to innovate and improve our services.
4/ Long-term focus
We take a long-term view of your financial future. Our goal is to help you build sustainable wealth and achieve your financial goals over time.

Our team

The financial experts you can trust

CHIEF INVESTMENT
OFFICER
Jason Malone

Jason is a seasoned investment professional with over 20 years of experience. He is dedicated to delivering personalized investment solutions that help clients achieve their financial objectives.

DIRECTOR OF FINANCIAL PLANNING
Ariel Thom

Ariel is a highly-skilled financial analyst with a passion for helping clients achieve their long-term financial goals. He works closely with clients to create customized financial plans that align with their unique needs and priorities.

RETIREMENT PLANNING CONSULTANT
Xiu Lee

Xiu is a retirement planning analyst with a deep understanding of the complexities of defined benefit and 401K plans. She helps clients navigate the retirement planning process with confidence and clarity.

INVESTMENT ANALYST
Rachel Lee

Rachel is an business analyst with a strong background in financial modeling and analysis. She supports the investment team by conducting research, analyzing data, and generating insights that inform investment decisions.