Beyond Asset Management: Holistic Financial Planning for Real Lives

We're more than just financial advisors; we're your lifelong financial partners. Our holistic approach goes beyond asset management to understand your unique life goals and challenges. As an independent firm, we offer unbiased, tailored solutions to help you navigate everything from retirement planning to debt management. Whether you're a young parent or nearing retirement, we simplify the complexities of your financial landscape, guiding you every step of the way to achieve your dreams.

Vicki Beam - Founder

Vicki L. Beam is the visionary founder of Fortitude Wealth Planners, LLC. With a financial acumen honed over two decades, Vicki is a force to be reckoned with in the world of financial management. Her journey began in the heart of her family home, where she witnessed her parents' unwavering commitment to financial stability. This early exposure ignited a passion for finance that led her to The University of Michigan and culminated in a B.S. in Computer Science and Management from Russell Sage College. Vicki is also a certified powerhouse, holding FINRA Series 6, 7, 24, 63, and 65 qualifications.

Before launching her own firm, Vicki spent a decade at Southland Corporation, the global leader in 7-Eleven franchises. There, she honed her skills in boosting profitability for franchise owners. Her career trajectory then took her to Waddell & Reed, Inc., where she ascended to Division Manager, overseeing financial advisors across Northern Michigan. In 2006, Vicki took the entrepreneurial leap to establish Fortitude Wealth Planners, LLC, a firm that now proudly serves clients nationwide.

At Fortitude, Vicki champions a holistic approach to financial planning. She's not just about numbers; she's about aligning your financial strategies with your life goals. From young couples navigating their financial future to retirees living their dream life, Vicki offers tailored solutions for all.

Outside the office, Vicki is a devoted family woman and an adventurer at heart. Whether she's spending cherished moments with her husband Jim and their grandchildren Briella, Emerson, Sophia & Alex, or hitting the open road on her Harley Davidson Softail Deluxe (affectionately named Joy), Vicki embodies the balance of work and play. Her hobbies also include line dancing, globetrotting, and gardening—because for Vicki, life is to be savored in all its facets. And everyone knows her beloved dogs Gunnar & Elley.

Michelle Berry

Michelle is your go-to expert for educational funding and insurance planning. Originally hailing from England, Michelle made her way to the U.S. at the tender age of 5 and found her forever home in Northern Michigan in 2016, drawn by the allure of family ties. Armed with a Bachelor's degree and an impressive array of certifications—including Series 7 and 66, along with Professional Insurance Licenses—Michelle is passionate about guiding you through the complexities of college planning and financial security.
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But Michelle is more than just a financial planner; she's a dedicated aunt, an adventurous traveler, and a creative spirit. When she's not helping clients secure their financial future, you'll find her cherishing time with family and friends, particularly her two nieces, her nephew, and her beloved dog, Bentley. Whether she's sprucing up her home, jet-setting to new destinations, or discovering local gems, Michelle brings the same enthusiasm and attention to detail that she offers to each and every client.

Dwiyana Edwards

Dwiyana Edwards, a proud native of Ocala, Florida, is a rising star in the world of finance. Graduating from the College of Central Florida at the remarkable age of 17 in 2017, she initially delved into Early Childhood Education, enriching young minds at an elementary school. However, her passion shifted to finance in 2019. Now, with her SIE, Series 6, Series 65 and Life Insurance License in hand, Dwiyana is dedicated to guiding clients through their financial journeys.

Beyond her professional accolades, she's a certified Notary Public, having notarized trusts and even performed marriages for clients. Outside the office, Dwiyana's heart belongs to her furry companions, being both a devoted dog mom and a foster for the Humane Society. When she's not assisting clients or caring for pups, you might find her showcasing her artistic flair through painting, belting out tunes at karaoke, or exploring local treasures at flea and farmers markets.

Putting Your Financial  Well-Being First: Our Holistic Mission

As a holistic financial planning firm, we're committed to a mission that puts your best interests at the forefront of everything we do.

Mission Statement

To provide the best Holistic Financial Planning for people at or near retirement.

Vision Statement

A world where everyone gets to retire.

Purpose

We provide a financial roadmap so that you can focus on what matters most.

Values

Integrity: We do what is in the best interests of clients. Everytime.
Unequaled Client Service: We deliver an exceptional service experience.
Empathy: We immerse ourselves in your perspective, free of judgment.
Authenticity: You’re more than a client, you’re part of our family.

Empower Your Financial Journey with Knowledge

At Fortitude Wealth Planners, we believe an educated client is an empowered client. That's why holistic financial planning with us includes equipping you with the financial education you need to be an active participant in your own financial future. Stay informed and make confident decisions with our regularly updated articles, available in our Resources section. Your path to financial literacy starts here.

A Year of Achievement: Celebrating Our Clients' Success

As 2023 comes to a close, we take a moment to reflect on the remarkable journey we've shared with you, our esteemed clients.

Reflecting on the Stock Market's Journey in 2023

As we approach the end of 2023, it's insightful to look at the year's stock market performance.

Understanding the New IRA and 401(k) Contribution Limits for 2023

As we embark on 2023, it's crucial to stay informed about the latest changes in retirement savings options.

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About

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JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Fortitude Wealth Planners LLC are disclosed on this site, 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. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.
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Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA Fortitude Wealth Planners, LLC and JWC/JWCA are unaffiliated entities.