Disclosures

The content provided on this website is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

Our Form ADV Part 2A brochure describes the advisory services we offer, our fees, the conflicts of interest we face, and our disciplinary history, if any. We encourage every prospective client to review it.

Read our Form ADV Part 2A brochure (PDF), or view all of our filings on Fortezza's record at the SEC's Investment Adviser Public Disclosure (IAPD) website. You may also request a current copy at no charge by contacting us at andrew@fortezzawealthadvisors.com.

Fortezza Wealth Advisors, LLC (CRD# 342326) is an independent registered investment adviser. You can confirm our registration and research the background of our firm and its representatives, free of charge, on the SEC's Investment Adviser Public Disclosure (IAPD) website.

Registration as an investment adviser does not imply a certain level of skill or training. Fortezza Wealth Advisors, LLC may only transact business in states where it is registered, or is exempt or excluded from registration requirements.

Fortezza Wealth Advisors provides investment advisory services for a fee. Separately, Andrew Gentiluomo is licensed to sell certain insurance products, such as fixed life insurance and fixed annuities, and may receive commissions on those products. This creates a conflict of interest, because there is a financial incentive to recommend insurance products that pay a commission.

We address these conflicts by acting in your best interest within our advisory relationship and by disclosing them to you. A complete description of our compensation and the conflicts of interest we face is provided in our Form ADV Part 2A brochure.

Advisory services: Fortezza Wealth Advisors, LLC is registered as an investment adviser with the Commonwealth of Virginia.

Insurance: Andrew Gentiluomo is separately licensed to sell insurance in the following states: CA, DC, IN, KY, MA, MD, ME, NC, NJ, NY, SC, TX, UT, VA, WA.

Fortezza Wealth Advisors, LLC may only provide investment advisory services in states where it is registered or is exempt from registration, and Andrew Gentiluomo may only offer insurance products in states where he is properly licensed.

Any awards or recognition referenced on this website, including Million Dollar Round Table (MDRT) membership, are based on sales production criteria and are not indicative of investment performance, advisory quality, or client experience. Such recognition should not be construed as an endorsement of the advisor by any client.

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) provides California residents with additional rights regarding their personal information.

If you are a California resident and would like to exercise your rights under the CCPA, including the right to know, the right to delete, or the right to opt out of the sale of personal information, please contact us at andrew@fortezzawealthadvisors.com.

Submitting a form, scheduling a meeting, or contacting Fortezza Wealth Advisors through this website does not establish an advisory client relationship. Any information provided is for informational purposes only and is not intended to constitute investment advice or a recommendation of any particular security, strategy, or investment product.

Email and internet communications are not secure or confidential. Please do not send sensitive personal or financial information via email or through this website's contact forms.