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Fortify Wealth
Fortify Wealth offers tailored financial planning that aligns clients' wealth with their most important goals and deeply held values, freeing them to focus...
Overview
Fortify Wealth offers tailored financial planning that aligns clients' wealth with their most important goals and deeply held values, freeing them to focus on things more important than money. Their focus is planning for a life well lived.
General information
Firm type
RIA
Location
City
Saint Louis
Principals
Chassity M. Freels
Sector focus
Frequently asked questions
How does Fortify Wealth deploy capital?
The office runs a hybrid model combining direct investments with fund allocations. Direct activity concentrates in income-producing real estate and private credit, where control and illiquidity premiums are highest. External fund commitments target hedge fund strategies and opportunistic vehicles that complement the direct portfolio without overlapping mandate risk.
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