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

Fortem Financial

Name: Focus Financial Partners
Price range: $

44801 Village Ct
Suite 201
Palm Desert, CA 92260

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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

A message from

Joseph G. Romano III

President, Chief Operating Officer, Founding Partner, Fortem Financial

Our decision to join Focus has allowed us to become partners with several excellent advisory firms in our industry. At Fortem Financial, we are excited to have the opportunity to grow our practice through M&A to continually innovate and to expand the freedom we deliver to our clients.

Learn more about Fortem Financial