Fortem Financial

Fortem Financial is an independent, fiduciary wealth management firm with a dedicated team of investment experts that put your interests first.

Fortem Financial

44801 Village Ct
Suite 201
Palm Desert, CA 92260


Fortem Financial is a boutique wealth management firm based in Palm Desert, CA. The name Fortem was inspired by the infinite staying power and quite strength of the surrounding San Jacinto and Santa Rosa mountain ranges. As a trusted financial advisor company with decades of combined experience, we believe in transparency, accountability and partnership. For more information, visit https://fortemfin.com