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Service 04

Investment
Advisory

Objective, fee-based investment management through an independent RIA — fully integrated with your tax strategy, income planning, and long-term financial architecture.

Investment strategy doesn’t exist in isolation. When it’s coordinated with your tax plan, income needs, and long-term objectives, it becomes significantly more powerful. That coordination is what we provide.

Investment advisory services are offered through Capital Strategic Wealth, LLC (“CSW”) via Soulence Wealth Management II, LLC, a registered investment adviser. CSW and Fortitude Strategic Wealth, LLC are independent entities. A separate engagement and written advisory agreement are required.
What’s Included

Integrated. Objective. Independent.

Portfolio construction & asset allocation
Retirement account optimization
Risk-adjusted return strategy
AUM & AUA-based advisory models
Tax-aware investment positioning
Institutional-grade custodial platform
Coordinated with tax strategy and income planning
Separate engagement, complete objectivity
Independent RIA — no conflicted recommendations
Ongoing rebalancing and performance reporting
The Difference

Coordination is the competitive advantage.

I
No conflicted compensation
FSW receives zero investment advisory compensation. Our entity separation is structural — it verifiably eliminates the conflicts that exist in most advisory relationships.
II
Tax-aware by design
Investment decisions are evaluated through a tax lens — because returns before tax are irrelevant. Coordination between the investment and tax teams is built into the model.
III
Institutional access
An institutional-grade custodial platform provides access to investment vehicles and cost structures typically reserved for institutions and ultra-high-net-worth clients.
IV
Aligned with the full financial plan
Portfolio construction is aligned with income needs, tax positioning, and long-term goals — not optimized in isolation from the rest of your financial life.
Common Questions

Frequently asked.

How is your investment advisory structured?
Investment advisory services are offered through Capital Strategic Wealth, LLC, an independent office offering advisory services through Soulence Wealth Management, an SEC-registered investment adviser, with client assets custodied at Charles Schwab. This is a separate engagement from Fortitude's tax and consulting services.
Are you a fiduciary?
Advisory services through the registered investment adviser are provided under a fiduciary standard, in the client's best interest, on a fee basis.
Why keep tax and investment advice under one coordinated team?
Because asset location, realization timing, and withdrawal sequencing are tax decisions as much as investment decisions. When the tax strategist and the investment adviser work from the same plan, the after-tax result improves.
What does it cost?
Advisory fees are asset-based and disclosed in the advisory agreement before any engagement begins. There are no commissions on advisory accounts.

Objective advice.
No conflicted recommendations.

Investment advisory through an independent RIA — fully coordinated with your tax and financial plan.

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