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 Fortunium Wealth Management provides financial planning, retirement income planning, investment management, 401(k) and IRA rollover guidance, and insurance planning for individuals and families throughout Bradenton, Sarasota, Lakewood Ranch, Parrish, Palmetto and surrounding Manatee County communities. 

Pre-Retirees
People within approximately 5 to 20 years of retirement who want to know whether they've saved enough and how to transition from accumulating money to generating income.

Retirees
Individuals who need a coordinated strategy for withdrawals, investments, Social Security and long-term retirement income.

401(k) & IRA Rollover Clients
People retiring, changing employers or consolidating retirement accounts who want help evaluating their options.

Business Owners & Professionals
Individuals who have accumulated wealth but need a comprehensive strategy tying together investments, retirement, insurance and estate considerations.