Walker is recognized for continuous effort to
go above and beyond for the firm and its clients, including the
launch of Fortitude Private Lending and Fortitude Real Estate
Credit
SCOTTSDALE, Ariz., June 18,
2024 /PRNewswire/ -- Fortitude Family Office, LLC
proudly announces that Founder and CEO Matt
Walker has been recognized as an InvestmentNews
Awards 2024 Excellence Awardee, in the regional Advisor of the Year
category for the Southwest.
The InvestmentNews Excellence Awards recognize
outstanding accomplishments by people and organizations in the U.S.
wealth management industry. The winners from among the finalists in
each category—selected by an independent panel of expert
judges—will be announced at an awards gala at 583 Park Avenue in
New York, N.Y., on June 20, 2024. The full list of awardees is
available at:
https://investmentnewsawards.com/winners-and-excellence-awardees-old/2024-winners-and-excellence-awardees/
"I am humbled to be honored by InvestmentNews. This
recognition is a reflection of our entire team at Fortitude Family
Office and the dedication they have to serve at a high level,"
said Matt Walker, CPA,
CGMA®, Founder and CEO of Fortitude Family
Office. "This award also would not have been possible
without the community of professionals, clients, and other leaders
who have sought to assist Fortitude Family Office on our journey
since we launched in 2021. We are grateful for the partnerships
we've developed along the way, and look forward to continuing to
fulfill our mission with each and every one of you by our
side."
The InvestmentNews awardee profile of Walker can be read
here:
https://www.investmentnews.com/in-awards/features/an-immense-responsibility-to-serve-others-253934
The industry has continued to recognize Fortitude Family
Office's efforts and innovation on behalf of clients. Earlier this
year, Walker was a finalist in the Rising Star Under 40 category in
the 11th annual Family Wealth Report Awards.
Finalists are selected via a rigorous, independent judging process
which takes a wide variety of qualitative and quantitative criteria
and performance metrics into consideration.
In April, Fortitude Family Office received the 2024 Excellence
in Customer Service Award from Business Intelligence Group—and in
January, Five Star Professional named Matthew one of its 2023 Five
Star Wealth Managers.
About Fortitude Family Office, LLC
Fortitude
Family Office, LLC, is a fully-integrated financial advisory team
with more than $2 billion in AUA based
in Scottsdale, Arizona providing high-net-worth and
ultra-high-net-worth individuals with investment, wealth
management, tax, accounting, philanthropy, and business operations
services. With the mission to revolutionize the way families
leverage coordinated services to create, maintain, and foster their
legacy and wealth, the award-winning team is recognized for
delivering in-depth plans for multigenerational families, founders
and entrepreneurs, corporate executives and families navigating
major transitions. Founded by Matt Walker, CPA,
CGMA®, the firm is committed to developing solutions
that address clients' immediate financial needs and support their
wealth preservation for generations to come.
To learn more about Fortitude Family Office, please
visit FortitudeFO.com.
Contact
Drew Phillips, CFA
Chief Operating Officer
Fortitude Family Office
drew@fortitudefo.com
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SOURCE Fortitude Family Office, LLC