Delivering insightful advice Building on a foundation of trust
Fortner Wealth Management
833-759-2915
424-301-3806
877-290-8421
2121 Rosecrans Avenue
Suite 1300
El Segundo, CA 90245
At Fortner Wealth Management we provide a hands-on approach to financial planning and a grounded perspective on all the critical decisions you face. Because managing risk is at the core of everything we do, we keep a watchful eye on your short-term needs and your long-term goals. Count on us for the intellectual muscle and protective financial guidance to see you through every stage of life.
As a team, we offer specializations in the critical areas of wealth management, including financial planning, portfolio management, retirement income planning, risk management and banking services. While we are confident and professional, we pride ourselves on being approachable, friendly and down-to-earth. We've been told our genuine rapport rubs off on our clients, and that's how we have built and maintained such lasting relationships.
William Fortner has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2019
Meet our extended team of specialists
Lisa Snyder
Executive Director
Wealth Planning Strategist
Jeff Lewis
Director
Senior Wealth Management Banker
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