Fortune Management Llc Careers in Raleigh, NC

Fortune Management Inc. is a fee-only, independent wealth management firm helping clients make smarter decisions about their money and how they use it.. Our clients develop personal relationships over time with us as trusted advisors. Unlike many brokers and banks, we act as fiduciaries for our clients. In other words, "client-first" is more than an ad slogan here. With no products to sell or underwrite, it's clear whose interests we serve exclusively. Specialties independent, fee-only, financial planning, investment management, customized planning, retirement planning