Fortune Management, LLC

Financial ServicesNorth Carolina, United States2-10 Employees

Fortune Management Inc. is a no-commission, fee-only independent wealth management firm helping clients make smarter decisions about their money and how they use it.. 

Enduring relationships with our clients springs from our role as a trusted advisor.

Unlike broker and bank sales/advisors, we act as fiduciaries for our clients. "Client-first" is more than an ad slogan here. With no products to sell, no sales quotas and no one between us and our clients, it's clear whose interests we serve exclusively.

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