The people behind
every strategy.
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.
The House.
Shamier and Rose lead FSW. Every strategy, every client, every decision runs through this team.
Senior Wealth Advisor
Advises high-income earners and business owners on tax strategy, income optimization, and long-term wealth structuring.
Founder of Fortitude Strategic Wealth, Shamier leads the firm’s vision, client strategy, partnerships, and ecosystem development. He coordinates tax strategy, business advisory, wealth planning, insurance, estate, and capital planning into a single family-office-style client experience.
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, internal systems, and client experience — ensuring the firm runs with precision and consistency. She coordinates strategic execution and brand development across the organization.
As founder of Jordan Media Marketing, Rose brings deep experience in operations, digital marketing, and brand strategy to Fortitude’s growth infrastructure.
Leads tax advisory and compliance across the firm.
Nearly two decades in tax strategy and multi-entity structuring across advanced planning, regulatory review, and complex filings. Serves as the firm’s lead tax advisor and senior technical authority on compliance.
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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 technology infrastructure, data systems, and operational security across the firm.
15+ years leading enterprise technology, infrastructure, and cybersecurity. Owns the firm’s technology stack, data systems, and operational security. ITIL-certified, having supported Fortune 500 organizations worldwide.
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Leads real estate acquisitions, debt capital markets, and deal underwriting across the firm.
Leads Fortitude’s real estate acquisitions and debt capital markets — sourcing debt, structuring joint ventures, while directing underwriting and property deployment. An entrepreneur since 15, with research at Columbia University’s Center for Advanced Technology.
LinkedInExtended expertise.
Specialists who extend Fortitude’s capabilities across investment, retirement, liability, and healthcare growth.
Leads investment strategy through Lilliano Capital, supporting portfolio construction, alternative investments, and long-term capital management. With over two decades across equities, options, and derivatives markets, Jacob develops customized portfolio strategies built around long-term growth, risk management, and disciplined execution.
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Vince founded RetireMD after watching his parents’ retirement savings nearly halve in the 2008 crash. He helps families and business owners secure guaranteed retirement income and protection strategies — safeguarding wealth against market, longevity, and health risk so it lasts through retirement.
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Cristin co-founded RetireMD and has spent over a decade as a debt and liability specialist, focused on student loan strategy for individuals, families, and business owners. She helps clients structure and eliminate liabilities — anchoring the client relationship and ensuring every plan is executed with precision.
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Stephanie helps med spas, wellness clinics, and aesthetic practices eliminate revenue leakage and build the operational systems that drive sustainable growth. A licensed aesthetician with 15+ years in the industry, she has owned and launched med spas and guided hundreds of providers to scale — building the operational foundation that makes Fortitude’s financial strategy meaningful.
LinkedInSpecialized tax counsel.
Independent tax professionals engaged for advanced planning, compliance, and advisory.
Board Member, U.S.-Bangladesh Chamber of Commerce & Industry
Ahad leads one of New York’s most recognized accounting firms, pairing tax planning, accounting, and business advisory with a focus on technology innovation. An entrepreneur at his core, he builds tools and systems that modernize how accounting firms operate.
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David left a software engineering career at Uber to build a tax practice for high-income W-2 professionals, the group most often told they have no options. He designs and implements advanced, IRS-compliant strategies across entity structuring, R&D credits, and investment structures, with 7,000+ strategies executed.
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Chief Operating Officer, CloudIT
A former United States Marine, Daniel brings discipline and precision to tax planning, compliance, and business advisory. His work centers on proactive tax strategy and real estate investor planning, with an emphasis on practical, real-world implementation.
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18+ years across U.S. and Canadian tax systems, with deep experience in cross-border tax planning, fractional CFO services, and advisory for entrepreneurs and small business owners. Brings institutional-level tax strategy to growth-stage operators through a practical, client-forward approach.
LinkedInAccess to capital.
Lending and financing specialists for real estate acquisition and business growth.
With nearly two decades in capital markets, Richie leads Singh’s Capital Group, a nationwide private lender financing investment residential, multifamily, commercial, and luxury hospitality properties from $100K to $50M. From bridge loans and SBA financing to lines of credit and equipment funding, he gives Fortitude clients direct access to capital across every stage of growth and acquisition.
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George leads Silver Mountain Strategy, helping business owners source, structure, and close the right capital across SBA, asset-based, M&A, and commercial real estate financing. With $133M+ structured, he guides Fortitude clients through financing, refinancing, and capital-stack strategy.
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Moe leads business funding and credit strategy at JM Capital, having helped 500+ clients access working capital and strengthen their financial foundation. He pairs hands-on expertise with a relationship-first approach to getting owners approved and scaling.
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Jonathon co-founded JM Capital to help business owners access working capital, SBA financing, and growth funding. He structures business credit and capital solutions that fuel expansion.
InstagramOur counsel network.
Specialist 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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