# Fortiv Wealth Management

Fortiv Wealth Management is a Bank / Wealth / Trust based in Orlando, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Orlando, United States
- **Region:** North America
- **Address:** Orlando, FL, United States
- **Founded:** 1960
- **Assets under management:** Undisclosed
- **Website:** fortiv.com
- **LinkedIn:** https://www.linkedin.com/company/fortiv-wealth-management

## Regulatory record

- **Reports private funds:** No

## About

Fortiv Wealth Management traces its roots to 1960 in Orlando, Florida. The firm was established as a local wealth-management and financial-planning practice, one of the early entrants in what has since become a competitive Central Florida market. Over six decades, it has operated primarily as a service provider to families and individuals, offering a suite that includes financial planning, family-office support, and broader wealth-management guidance. The firm does not market itself as a multi-family office with pooled investment vehicles; rather, it functions as a planning-centric wealth manager working with clients on a service-fee basis. Fortiv's investment approach is oriented around client-specific financial plans rather than a single house strategy. The firm coordinates across traditional asset classes — equities, fixed income, and cash management — alongside insurance and estate planning services. The firm is headquartered in Orlando, with no additional offices publicly recorded. Team size and assets under management remain undisclosed. Fortiv does not anchor or sponsor a philanthropic foundation or an adjacent operating company that is separately identifiable in public record. The practice has not issued press releases or participated in industry surveys that would illuminate its scale, typical client profile, or recent operational changes. This opacity is common among service-oriented wealth managers that do not raise external capital or report to institutional databases. Fortiv's structural posture is that of a relationship-driven planning firm rather than an investment manager competing on product or performance. Its primary differentiator is longevity: very few independent wealth practices in Central Florida have operated continuously since 1960.

## Sectors

- Financial Services

## Questions

### What services does Fortiv Wealth Management provide?

Fortiv Wealth Management offers financial planning, family office services, and wealth management. The practice is structured as a service provider rather than a product manufacturer, focusing on planning-led advice tailored to individual family circumstances. It coordinates across investment management, insurance, and estate planning, though no external fund vehicles are publicly listed.

### What is the firm's investment philosophy?

Fortiv's investment philosophy centers on financial planning as the organizing framework. Portfolio construction is driven by each client's plan rather than applied uniformly across clients. The firm coordinates traditional asset classes — equities, fixed income, and cash management — in service of client goals, without promoting a proprietary fund lineup.

## Related profiles

- [Fortius Financial Advisors](https://altss.com/profile/fortius-financial-advisors)
- [Fortress Financial Group](https://altss.com/profile/fortress-financial-group)

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Last updated: 2026-08-11T02:43:31.692Z

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