Fortem Financial

Freedom isn't just a state of mind, it's peace of mind.

It's living in a world without confines – both physical and financial – and challenging convention. It's about embracing opportunity instead of fearing the unknown. 

When it comes to Wealth Management, freedom is achieved through personalized service and sound planning that works towards accomplishing your goals – not some firm's idea of what that should be. 

Your freedom depends on the path you choose.
Let Fortem Financial help you declare your independence.  

Man and woman smiling

WHO WE ARE

Fortem [fawr-tem]: Derived from the Latin fortis; meaning strong. Fortem Financial is a boutique wealth management firm based in Palm Desert, CA. Read More

Woman in contemplation

WHAT WE DO

The term "financial planner" seems to be used by just about anyone these days. But it's what a financial planner does that really counts. Read More

Fisherwoman holding up a fish

WHY WE ARE DIFFERENT

You've worked hard to get to this point in life.  Now you want to make sure the things you value – including your future – are protected. Read More

The road less traveled has made all the difference.