Fortunium Wealth Management
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Service type
It’s free, with no obligation to book
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If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
At Fortunium Wealth Management, we are not just financial advisors, we are your trusted partners in building, growing, and preserving your wealth.
Choosing Fortunium means aligning yourself with a team of dedicated professionals who are committed to delivering unparalleled expertise, personalized strategies, and exceptional service in every aspect of financial planning, retirement planning, wealth management, estate planning, and life insurance.
Why Fortunium? - Your financial future deserves the best. At Fortunium, we provide:
-Proven Expertise: Our team of highly skilled financial advisors, wealth managers, portfolio managers, and insurance agents brings decades of experience to the table. We are equipped to handle the complexities of high-net-worth clients with precision and care.
-Comprehensive Solutions: From financial planning to retirement strategies, estate preservation, and life insurance, we address every facet of your financial life with a unified, customized approach.
-Top-Tier Partnerships: We work with the industry’s most reputable third-party money managers and offer access to A-rated annuity and life insurance providers.
How We Do It - Our approach combines innovation with a deep understanding of your unique needs.
-Personalized Strategies: We begin by listening—understanding your goals, values, and priorities. Every recommendation we make is tailored to align with your vision for the future.
-Diversified Portfolios: We offer a wide variety of investment portfolios, designed to balance risk and reward while maximizing returns.
-Collaborative Expertise: Our team works together seamlessly to provide you with holistic solutions, integrating wealth management, insurance planning, and estate preservation.
What We Do - Fortunium’s services encompass: Comprehensive Financial Planning Strategies: Tailored plans that bring together budgeting, tax planning, risk management, and investment strategies.
-Investment Portfolio Management: Leveraging diversified portfolios and elite third-party money managers.
-Retirement Planning: Crafting plans designed to secure your future and provide a sense of confidence.
-Estate Planning: Helping you preserve your legacy for generations to come.
Life Insurance: Offering A-rated options to protect what matters most.
-With Fortunium, you’re not just another client—you’re family. Our mission is to empower you to achieve financial freedom, sustain your success, and preserve your wealth for future generations.
Services offered
Service type
Work location
My customers travel to me
I work remotely (phone or internet)
Projects and media
4 photos
Projects and media
4 photos
Reviews
Exceptional 5.0
15 reviews
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Read reviews that mention:
Past Customer
Oct 9, 2025
From Google
I finally have peace of mind knowing my finances and retirement are in order. Thanks to Joel who has exceeded my expectations. I have a clear plan and confidence in my future. Thank you so much Joel.
Past Customer
Jul 19, 2025
From Google
Joel was a pleasure to work with. He was very knowledgeable when it came to helping me manage my finances and putting together a rock solid plan to help me be a better steward of the finances God has given me! I His integrity, and character speaks volumes. God bless you Joel, your family, your business, and your clients!
Past Customer
Jul 17, 2025
From Google
Working with Joel and his financial knowledge was one of those life changing decisions that I am still benefiting from over a decade later. He prepares a plan catered to you, and doesn't overlook any of the other items that will directly affect your decisions, such as retirement, insurance, and protecting your assets. When I started recommending him to my colleagues, co-workers, friends and family, the feedback was exceptional, and even those who were Financial officers or Directors let me know how much they learned from him. If you are aiming for a prosperous, financial future for you, your family or business, Joel is definitely the person you want looking after your team and assets.
Past Customer
Jul 10, 2025
From Google
I've known Joel for a couple of years and he has helped our company with financial planning. His company is amazing. I don't know where we would be with him. I would highly recommend him as a financial advisor. He is the best!!!
Past Customer
Jul 3, 2025
From Google
Best financial advisor ever! Thank you for everything!! You truly help me understand my finances and take better decisions on my investments!! Highly recommended!!!
Credentials
License
License type: Broker (Securities)
License state: FL
License verified on 11/19/2025
Background Check
Joel Marius