A credentialed team across tax, compliance, operations, lending, finance, and law. No generalists. No salespeople. Everyone here does one thing: makes your strategy work.
Each advisor operates within Fortitude’s integrated planning framework — ensuring tax, income, liability, and investment strategies are coordinated as a single system, not a collection of separate engagements.
Shamier and Rose lead FSW. Every strategy, every client, every decision runs through this team.
Advises high-income earners and business owners on tax strategy, income optimization, and long-term wealth structuring.
Shamier leads Fortitude Strategic Wealth with a focus on proactive tax planning, strategic wealth coordination, and business advisory for affluent individuals and closely held businesses. His approach integrates tax strategy, financial planning, lending, and wealth architecture into a unified long-term framework designed to help clients preserve, grow, and transition wealth efficiently.
Coming from a family of financial professionals, Shamier combines technical strategy with a client-first philosophy and an operator mindset shaped through years of entrepreneurship and Brazilian Jiu-Jitsu.
Leads operations, marketing, and client experience strategy across the Fortitude ecosystem.
Rose oversees Fortitude’s operational infrastructure, marketing systems, and client experience initiatives — ensuring the firm operates with precision, consistency, and intentional growth. She plays a central role in coordinating internal systems, strategic execution, and brand development across the organization.
As founder of Jordan Media Marketing, Rose brings extensive experience in digital marketing, operations, and brand strategy, helping shape Fortitude’s operational culture and growth infrastructure.
Drives growth systems, brand strategy, and client acquisition infrastructure across the Fortitude ecosystem.
Rachel leads Fortitude’s front-end growth initiatives, overseeing marketing operations, social media management, client experience systems, and acquisition infrastructure. She plays a key role in scaling the firm’s digital presence, operational workflows, and client journey systems across the organization.
With experience supporting hundreds of brands and creators across the GCC and U.S. markets, Rachel brings a global perspective to growth strategy, operational coordination, and brand execution.
Architects tax optimization, multi-entity structures, and regulatory compliance across the Fortitude ecosystem.
Nearly two decades architecting tax strategy and multi-entity structures for high-income earners and closely held businesses. Known for identifying opportunities others overlook.
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Leads financial planning, forecasting, and strategic advisory across client portfolios.
$200M+ in P&L oversight at one of the largest U.S. healthcare systems. A decade of operational finance leadership across complex, growth-stage organizations.
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Oversees real estate acquisitions, lending, and capital deployment strategy.
Leads real estate strategy across acquisitions, lending, and capital deployment. Entrepreneur since 15, with research at Columbia University’s Center for Advanced Technology.
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Oversees technology infrastructure, data systems, and operational security across the firm.
15+ years in enterprise infrastructure, cybersecurity, and operations management. ITIL-certified, having supported Fortune 500 organizations worldwide.
LinkedInSpecialists who extend Fortitude’s capabilities across wealth strategy and liability management.
Leads investment strategy through Lilliano Capital, supporting portfolio construction, alternative investments, and long-term capital management. With over two decades of experience across equities, options, and derivatives markets, Jacob works with RIAs and investors to develop customized portfolio strategies designed around long-term growth, risk management, and disciplined investment execution.
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After witnessing the 2008 financial crisis firsthand, Vince dedicated his career to helping families protect income, assets, and legacy through retirement income strategy and protection planning.
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Eight+ years in financial strategy. Structures debt, liability optimization, and student loan strategies for individuals, families, and entrepreneurs.
LinkedInSpecialist attorneys engaged across corporate, estate, tax, and M&A matters.
M&A, investments, and capital advisory. Over a decade of experience across the U.S. and MENA regions.
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20+ years as a corporate and tax attorney. Trust, succession, and complex transactional tax matters.
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