Fortivus Wealth Group

Fortivus Wealth Group We Plan and Fortify a Life by Design There is no greater wealth in this world than peace of mind.

We help our clients simplify their financial lives to bring them closer to achieving that peace for today and tomorrow through lasting, meaningful relationships based on trust and integrity. Our mission is to guide high-net-worth individuals through some of the most uncertain, stressful times of life, specifically pre-retirement and early retirement. We accomplish this by listening to our clients to learn about their concerns and needs. In so doing, we identify financial goals and objectives specific to their planning needs.

Over 4 million Americans become Medicare-eligible each year, but many aren't aware that planning should begin before the...
10/09/2026

Over 4 million Americans become Medicare-eligible each year, but many aren't aware that planning should begin before they turn 65.

Your Medicare Initial Enrollment Period begins 3 months before your birth month, giving you time to evaluate your options and avoid unnecessary stress. Whether you're retiring soon or still working, understanding your enrollment timeline can help you make more informed decisions about your healthcare and retirement strategy.

Understanding your Medicare timeline today can help you build a more confident and well-prepared retirement tomorrow.

Our team is growing! We're excited to welcome Amber Lantz to Fortivus Wealth Group as our Executive Assistant and Operat...
10/06/2026

Our team is growing!

We're excited to welcome Amber Lantz to Fortivus Wealth Group as our Executive Assistant and Operations Associate.

Amber brings a strong commitment to organization, client service, and operational excellence, and we're thrilled to have her on board. We look forward to the positive impact she'll make as we continue serving our clients, strengthening our team, and growing together!

We're excited to announce that Nick Duelfer has been promoted to Chief Investment Officer of Fortivus Wealth Group.Over ...
10/01/2026

We're excited to announce that Nick Duelfer has been promoted to Chief Investment Officer of Fortivus Wealth Group.

Over the past several years, Nick has served as Chair of our Investment Committee, helping lead portfolio construction, manager due diligence, investment research, and the continued evolution of the investment solutions we provide to clients.

As CIO, Nick will continue to oversee the firm's investment philosophy and portfolio management process while helping ensure that our decisions remain disciplined, research-driven, and focused on long-term client outcomes.

Nick holds the CFP®, ChFC®, CLU®, RICP®, and APMA® designations and has been instrumental in many of the investment enhancements implemented across our portfolios in recent years.

Perhaps most importantly, Nick brings a deep appreciation for the responsibility that comes with managing clients' wealth. Financial advising spans three generations of his family, with both his father and grandfather dedicating decades of their careers to helping families pursue their financial goals.

We're grateful for Nick's leadership and excited about the future of Fortivus Wealth Group under his continued guidance.

Please join us in congratulating Nick on this well-deserved promotion.

Successful wealth transfer starts long before assets change hands.The families that preserve wealth across generations f...
09/24/2026

Successful wealth transfer starts long before assets change hands.

The families that preserve wealth across generations focus on more than financial strategies. They prioritize education, communication, and preparing future decision-makers to navigate opportunities and responsibilities with confidence.

The real legacy is not just what you leave behind. It's how well you prepare the people who will carry it forward.

Please join us in welcoming Henry Fish to the Fortivus Wealth Group team as our new Financial Planning Associate!We are ...
09/16/2026

Please join us in welcoming Henry Fish to the Fortivus Wealth Group team as our new Financial Planning Associate!

We are excited to have Henry on board and look forward to the contributions, dedication, and fresh perspective he brings to our clients and team. Welcome to Fortivus, Henry! We're glad you're here.

Building wealth is only part of the legacy.The real question is: if your family inherited significant wealth tomorrow, w...
09/15/2026

Building wealth is only part of the legacy.

The real question is: if your family inherited significant wealth tomorrow, would they be prepared to manage it wisely?

Having trusted advisors, a clear plan, and the financial confidence to make sound decisions can make all the difference.

What steps are you taking today to prepare the next generation?

When people think about legacy, they usually think about assets.But the families that successfully preserve wealth acros...
09/09/2026

When people think about legacy, they usually think about assets.
But the families that successfully preserve wealth across generations often pass down something even more valuable:
✅ Financial habits
✅ Decision-making skills
✅ Accountability
✅ Guidance
Money can be inherited overnight.
Financial wisdom takes years to develop.
The strongest legacies are built long before wealth changes hands.

What a truly meaningful day!  As a Diamond Sponsor of the NM Lemon Challenge, we are honored to support Alex’s Lemonade ...
08/27/2026

What a truly meaningful day! As a Diamond Sponsor of the NM Lemon Challenge, we are honored to support Alex’s Lemonade Stand and its mission to fight childhood cancer. Thankful for the opportunity to come together with coworkers and peers to raise awareness, raise funds, and make a positive impact in our community.

We’re proud to share that Forbes has recognized Michael Robustelli as one of the Best-in-State Financial Security Profes...
07/15/2026

We’re proud to share that Forbes has recognized Michael Robustelli as one of the Best-in-State Financial Security Professionals for 2026!

This recognition reflects a commitment to helping clients navigate life’s financial decisions with confidence through personalized guidance, meaningful conversations, and a long-term focus on what matters most. It’s an approach built on trust, service, and a dedication to helping individuals, families, and business owners work toward their financial goals.

Congratulations on this well-deserved honor and recognition.

Please join us in congratulating Andrew Aprahamian on earning his Chartered Financial Consultant (ChFC®) designation! Th...
07/01/2026

Please join us in congratulating Andrew Aprahamian on earning his Chartered Financial Consultant (ChFC®) designation! This accomplishment represents a significant commitment to professional growth and excellence in financial planning. Andrew’s dedication to enhancing his expertise helps ensure our clients receive thoughtful, informed guidance as they pursue their long-term financial goals. Congratulations, Andrew, on this well-deserved achievement.

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1000 Continental Drive
King Of Prussia, PA
19406

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