Business Details
Your Trusted Partner for Financial Planning Solutions
At Fortitude Investment Group, we believe that successful investing begins with a deep commitment to understanding and achieving your personal, professional, and financial goals. Our team of experienced professionals is dedicated to educating clients on financial management concepts, empowering them to make informed decisions about their wealth. We approach every client relationship with the philosophy that trust must be earned daily through selfless investment of time and expertise.With a focus on comprehensive financial planning, we specialize in private real estate investing, investment management, retirement planning, and asset preservation strategies tailored to individual needs. Our independence allows access to a wide range of investment vehicles while maintaining an unwavering commitment to client education and transparency. We operate with full regulatory compliance and prioritize long-term relationships built on integrity and results-driven service.
Services
Private Real Estate Investing
Investment Management
Retirement Planning
Asset Preservation
Highlights and features
- We offer SEC-registered investment advisory services with FINRA oversight
- Our team provides comprehensive financial education for informed decision-making
- We specialize in diversified investment strategies including real estate and retirement planning
- We maintain full transparency with no hidden fees or obligations
- Our professionals hold advanced credentials in financial planning and investment management
Associations and certifications
- FINRA
- SIPC
- SEC
Services
Private Real Estate Investing
We specialize in Delaware Statutory Trust (DST) offerings for 1031 exchanges, providing accredited investors access to institutional-quality real estate. Our team helps clients identify suitable properties that align with their overall investment strategy while maintaining strict compliance with SEC regulations. This service offers potential benefits including diversification, cash flow, and tax advantages through qualified real estate investments.
Investment Management
Our investment management service focuses on creating customized portfolios that balance growth potential with risk management. We continuously monitor market conditions and adjust strategies to preserve capital while seeking consistent returns across traditional and alternative asset classes. Our approach combines rigorous analysis with ongoing client education to ensure informed decision-making throughout the investment process.
Retirement Planning
We develop comprehensive retirement plans that consider lifestyle goals, income needs, and longevity factors. Our process includes analyzing current assets, projecting future requirements, and implementing tax-efficient strategies to support long-term financial security. We help clients navigate complex retirement decisions while maintaining flexibility for changing life circumstances.
Asset Preservation
Our asset preservation strategies focus on protecting client wealth through tax-efficient investment approaches and risk management techniques. We utilize diversified portfolios, insurance products, and estate planning tools to help maintain financial stability during market volatility while addressing long-term wealth transfer objectives.
People
Daniel P. Raupp
Financial Professional
Daniel provides personalized financial guidance with focus on retirement planning and investment strategies. He holds FINRA Series 7 and 66 licenses and maintains commitment to ongoing professional education.
Jeffrey A. Kiesnoski
Financial Professional
Jeffrey specializes in asset preservation strategies and tax-efficient investment solutions. He holds multiple securities licenses and focuses on helping clients build sustainable retirement income streams.
Alan N. Lichtenstein
Financial Professional
Alan offers expertise in private real estate investments and portfolio diversification. He maintains active FINRA registrations and focuses on educating clients about alternative investment opportunities.
Andreas Zigouras
Financial Professional
Andreas provides comprehensive financial planning services with emphasis on long-term wealth accumulation. He holds Series 7 and 66 licenses and specializes in customized investment strategies.
Tommy J. Thompson
Financial Professional
Tommy focuses on retirement income planning and estate preservation strategies. He maintains active securities licenses and emphasizes client education in financial decision-making.
Questions
What services does Fortitude Investment Group offer?
We provide investment management, retirement planning, asset preservation strategies, and private real estate investing opportunities through Delaware Statutory Trust offerings.
Are you licensed financial professionals?
Yes, our team includes SEC-registered investment advisers and FINRA-licensed professionals with advanced credentials in financial planning.
Do you work with out-of-state clients?
We serve clients nationwide through our offices in New York, New Jersey, Florida, and California, with proper state registrations.
What investment options are available?
We offer diversified options including DST real estate investments, annuities, life insurance products, and traditional securities.
How are your services compensated?
We operate with full transparency and disclose all compensation structures upfront through our SEC-registered advisory agreements.
