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* Home
* About Us
* About Us
* Evan J. Mayer
* Noah S. Wills
* Anny D. Paulino
* Mokshada Nookooloo
* David L. Burg
* Adrian Lorenzo
* David Marshall
* Harvey P. Hogg
* Michael J. Boatman
* Our Investment Philosophy
* Why Work With a CFP
* About Raymond James
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* Fortuna Wealth
2600 N Military Trl Ste 215 Boca Raton, FL 33431-6796 T: 561.430.3399
Map and Directions Map and Directions
* CORAL GABLES
2525 Ponce de Leon Blvd Suite 300 Coral Gables, FL 33134-6044
Map and Directions Map and Directions
A PERSONALIZED APPROACH TO MANAGING WEALTH
Managing wealth with an eye toward the future demands vigilance and skill in
today’s global economy. Over the years, we’ve worked with clients and their
other professional advisors – including attorneys and accountants – to create
comprehensive wealth management plans designed to make the best use of their
wealth today and help ensure its endurance for future generations. And we’ll do
the same for you.
We can offer you an array of personalized services, support and guidance that
can help make a positive difference in the pursuit of your financial goals.
COMPREHENSIVE PLANNING
There’s more to your financial life than just investments. Comprehensive
planning encompasses an in-depth review and analysis of all aspects of your
financial life – to help you see the big picture and enable us to personalize a
plan for addressing every detail.
Previous
RETIREMENT PLANNING
We understand that there should be no compromise when it comes to your financial
future. That’s why we work diligently to serve as the ultimate steward for your
wealth, simplifying life’s complexities with a full spectrum of strategies for a
tailored plan that we believe is the only one you’ll ever need.
ALTERNATIVE INVESTMENTS
Having alternatives means having the options you need to fit your ever-evolving
needs. We believe diversification across a broad spectrum of asset classes is
the best way to help our clients meet their long-term objectives, balancing risk
and return.
FINANCIAL PLANNING
Whether planning to build a home by the lake or help your daughter launch a
business, you need a well-conceived plan in order to succeed. Pursuing financial
independence is no different. Whether you’re looking to grow your money over
time, generate income in retirement or preserve wealth for future generations,
confidence in your financial plan comes with knowing your assets are invested
well.
INVESTMENT MANAGEMENT
As your dedicated financial guide, we carefully develop an investment strategy
for you based on your unique goals and needs using institutional-quality
portfolio options. Managed by a seasoned team of professional investment
managers, Raymond James Freedom portfolios employ a disciplined, systematic
process to manage risk and return – all backed by award-winning research and due
diligence.
PORTFOLIO MANAGEMENT
As your trusted partner, we help you pursue your goals by constructing, managing
and monitoring a broadly diversified portfolio that is fully customized to suit
your needs. Through clear communication, we help you understand what you own and
why, placing your best interests above all else.
RETIREMENT PLANNING
We understand that there should be no compromise when it comes to your financial
future. That’s why we work diligently to serve as the ultimate steward for your
wealth, simplifying life’s complexities with a full spectrum of strategies for a
tailored plan that we believe is the only one you’ll ever need.
ALTERNATIVE INVESTMENTS
Having alternatives means having the options you need to fit your ever-evolving
needs. We believe diversification across a broad spectrum of asset classes is
the best way to help our clients meet their long-term objectives, balancing risk
and return.
Next
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* 4
* 5
Previous
Read More
PRE-RETIREES
Helping you and your family prepare for the coming years in retirement.
02
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Niches
Read More
RETIREES
Nurturing wealth so you can live a longer, better life.
03
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Niches
Read More
FAMILIES & INDIVIDUALS
A pragmatic approach to wealth management
04
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Niches
Read More
BUSINESS OWNERS
Unique solutions for business owners and entrepreneurs.
01
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Niches
Read More
PRE-RETIREES
Helping you and your family prepare for the coming years in retirement.
02
--------------------------------------------------------------------------------
Niches
Read More
RETIREES
Nurturing wealth so you can live a longer, better life.
03
--------------------------------------------------------------------------------
Niches
Read More
FAMILIES & INDIVIDUALS
A pragmatic approach to wealth management
04
--------------------------------------------------------------------------------
Niches
Read More
BUSINESS OWNERS
Unique solutions for business owners and entrepreneurs.
01
--------------------------------------------------------------------------------
Niches
Read More
PRE-RETIREES
Helping you and your family prepare for the coming years in retirement.
02
--------------------------------------------------------------------------------
Niches
Read More
RETIREES
Nurturing wealth so you can live a longer, better life.
03
--------------------------------------------------------------------------------
Niches
Next
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GET TO KNOW OUR TEAM
Previous
Adrian Lorenzo, CRPS™, ADPA™, RICP®
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VP FINANCIAL ADVISOR, RJFS
FORTUNA WEALTH
David Marshall
--------------------------------------------------------------------------------
VP FINANCIAL ADVISOR, RJFS
FORTUNA WEALTH
Harvey P. Hogg
--------------------------------------------------------------------------------
AVP Limited Financial Advisor, RJFS
Fortuna Wealth
Michael J. Boatman
--------------------------------------------------------------------------------
Head of Insurance Services; Not affiliated with RJFS
Evan J. Mayer, CFP®, CRPC®, CWS®
--------------------------------------------------------------------------------
Founder & CEO
Fortuna Wealth Financial Advisor, RJFS
Noah S. Wills, CLTC®, CPFA®
--------------------------------------------------------------------------------
AVP Financial Advisor, RJFS
Fortuna Wealth
Anny D. Paulino
--------------------------------------------------------------------------------
SVP, Chief of Staff Fortuna Wealth
Mokshada Nookooloo
--------------------------------------------------------------------------------
AVP, Client Services Manager Fortuna Wealth
David L. Burg, CFP®, JD, LL.M., MBA, CLU®, ChFC®, RICP® , CRPS®, ADPA®, CASL®
--------------------------------------------------------------------------------
VP Financial Advisor, RJFS
Fortuna Wealth
Adrian Lorenzo, CRPS™, ADPA™, RICP®
--------------------------------------------------------------------------------
VP FINANCIAL ADVISOR, RJFS
FORTUNA WEALTH
David Marshall
--------------------------------------------------------------------------------
VP FINANCIAL ADVISOR, RJFS
FORTUNA WEALTH
Harvey P. Hogg
--------------------------------------------------------------------------------
AVP Limited Financial Advisor, RJFS
Fortuna Wealth
Michael J. Boatman
--------------------------------------------------------------------------------
Head of Insurance Services; Not affiliated with RJFS
Evan J. Mayer, CFP®, CRPC®, CWS®
--------------------------------------------------------------------------------
Founder & CEO
Fortuna Wealth Financial Advisor, RJFS
Noah S. Wills, CLTC®, CPFA®
--------------------------------------------------------------------------------
AVP Financial Advisor, RJFS
Fortuna Wealth
Anny D. Paulino
--------------------------------------------------------------------------------
SVP, Chief of Staff Fortuna Wealth
Mokshada Nookooloo
--------------------------------------------------------------------------------
AVP, Client Services Manager Fortuna Wealth
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STRUCTURED PROCESS
Gaining a good understanding of who you are and what you want to accomplish
greatly aids us in designing, implementing and managing a plan that precisely
fits your life.
Read More
ANALYTICAL INSIGHTS
We apply our analytical capabilities to help us manage market risk, identify
investment opportunities, allocate assets, and build and balance portfolios.
Read More
PERSONALIZED GUIDANCE
We are well-versed in addressing individual needs, and applying our specialized
knowledge to the financial matters and issues specific to you.
Read More
--------------------------------------------------------------------------------
Price is what you pay. Value is what you get.
Warren Buffett
INFORMATION & INSIGHT
Previous
2024 ECONOMIC OUTLOOK: PREPARE FOR LANDING
01/08/2024
Chief Economist Eugenio Alemán and Economist Giampiero Fuentes examine the
factors which will contribute to the U.S. economy’s path forward in 2024.
Read
04
--------------------------------------------------------------------------------
Economy & Policy
WHAT WILL BE ON THE FINANCIAL MARKETS’ 2024 MENU?
01/05/2024
Review the latest Weekly Headings by CIO Larry Adam.
Read
05
--------------------------------------------------------------------------------
Markets & Investing
NEW YEAR... SAME OLD DISCUSSIONS
01/05/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read
06
--------------------------------------------------------------------------------
Economy & Policy
CREATE A WORKSPACE THAT ENERGIZES
Working in a Zen-like environment could lead to less stress, greater
productivity and on-the-job happiness.
Read
01
--------------------------------------------------------------------------------
Technology & Innovation
CHARITABLY MINDED INVESTORS CAN SATISFY RMDS WITH QCDS
Qualified charitable distributions allow your required IRA distributions to
benefit a worthy cause – while you benefit from a reduced tax liability.
Read
02
--------------------------------------------------------------------------------
Estate & Giving
ATTRACTIVE INCOME LEVELS TO START THE YEAR
01/08/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond
investors.
Read
03
--------------------------------------------------------------------------------
Markets & Investing
2024 ECONOMIC OUTLOOK: PREPARE FOR LANDING
01/08/2024
Chief Economist Eugenio Alemán and Economist Giampiero Fuentes examine the
factors which will contribute to the U.S. economy’s path forward in 2024.
Read
04
--------------------------------------------------------------------------------
Economy & Policy
WHAT WILL BE ON THE FINANCIAL MARKETS’ 2024 MENU?
01/05/2024
Review the latest Weekly Headings by CIO Larry Adam.
Read
05
--------------------------------------------------------------------------------
Markets & Investing
NEW YEAR... SAME OLD DISCUSSIONS
01/05/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read
06
--------------------------------------------------------------------------------
Economy & Policy
CREATE A WORKSPACE THAT ENERGIZES
Working in a Zen-like environment could lead to less stress, greater
productivity and on-the-job happiness.
Read
01
--------------------------------------------------------------------------------
Technology & Innovation
CHARITABLY MINDED INVESTORS CAN SATISFY RMDS WITH QCDS
Qualified charitable distributions allow your required IRA distributions to
benefit a worthy cause – while you benefit from a reduced tax liability.
Read
02
--------------------------------------------------------------------------------
Estate & Giving
ATTRACTIVE INCOME LEVELS TO START THE YEAR
01/08/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond
investors.
Read
03
--------------------------------------------------------------------------------
Markets & Investing
Next
* 1
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* 3
* 4
* 5
* 6
THE FUTURE AT YOUR FINGERTIPS
* Fortuna Wealth
* 2600 N Military Trl Ste 215 Boca Raton, FL 33431-6796
* T: 561.430.3399
* Map & Directions
* Map & Directions
* Fortuna Wealth
* 2525 Ponce de Leon Blvd Suite 300 Coral Gables, FL 33134-6044
* Map & Directions
* Map & Directions
Raymond James financial advisors may only conduct business with residents of the
states and/or jurisdictions for which they are properly registered. Therefore, a
response to a request for information may be delayed. Please note that not all
of the investments and services mentioned are available in every state.
Investors outside of the United States are subject to securities and tax
regulations within their applicable jurisdictions that are not addressed on this
site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not
affiliated with and does not endorse, authorize or sponsor any of the listed
websites or their respective sponsors. Raymond James is not responsible for the
content of any website or the collection or use of information regarding any
website's users and/or members.
Investment advisory services offered through Raymond James Financial Services
Advisors, Inc. Fortuna Wealth is not a registered broker/dealer and is
independent of Raymond James Financial Services.
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