FortiFi Wealth

FortiFi Wealth is an independent advisory firm focused on helping individuals and families bring their financial lives together in a clear, understandable plan. Its advisors begin by listening to each client’s goals, values, and circumstances, then help assess how the pieces fit and identify practical next steps. The firm’s services include retirement planning, investment planning, estate planning, insurance planning, and retirement plans for small businesses. FortiFi also helps clients consider how investments, taxes, and estate matters relate to their broader financial goals, including preparing for retirement and managing assets during retirement.

The firm describes its approach as the GUIDE path: Gather a client’s story, Understand their financial picture, Implement agreed-upon steps, Direct the plan as life and markets change, and Empower clients to feel informed and prepared. FortiFi emphasizes ongoing guidance and adapting plans through life transitions. Its team includes founder and CEO Eric D. Osgood, LPL Wealth Advisors, and client relations and operations staff.