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Fortunis Advisory Partners

Where Visionaries Master Capital Strategy, Business Innovation & Executive Growth

Strategic Discovery

Capital Intelligence

Executive Advisory

Business Innovation

Growth Optimization

Legacy Leadership

Rethink Capital. Transform Liquidity into Wealth and Strategic Growth.

Success isn’t just about wealth, it’s about how you leverage capital, strategy, and leadership to create opportunity. At Fortunis, we challenge conventional thinking, helping clients see liquidity and capital efficiency as the foundation for growth and long-term value.

With a solid foundation, strategy turns into execution. We help clients bridge capital efficiency with business leadership, ensuring wealth is structured for growth, expansion, and market positioning. Through disciplined execution, clients turn vision into action.

As clients evolve, they transition from financial success to business expansion. Through advisory, executive coaching, and innovation, we guide them to launch ventures, refine business models, and scale operations for market leadership and competitive advantage.

True transformation happens when financial success fuels lasting influence. Through strategic execution and capital intelligence, we help clients move beyond wealth-building to shaping industries, inspiring leadership, and sustaining generational impact.

Convert Your Vision into Legacy.

Dr. Douglas Stoddard

Dr. Douglas Stoddard

Precision in Motion

Smart Money Sal

Smart Money Sal

Real Estate Wealth Creation

Lattice Inc.

Lattice Inc.

Leveraging Cannabis Intelligence

ORG Private Client Group

ORG Private Client Group

Transforming Employer Benefits

35
Combined Years

Fortune 100 Financial Services Experience

It takes a lot to be one of the most trusted themes on the market. Read more below why users keep coming back over and over again.

2
Successful Exits

Business Exits

It takes a lot to be one of the most trusted themes on the market. Read more below why users keep coming back over and over again.

Wealth & Legacy

Build, preserve, and scale generational wealth through capital strategy, financial intelligence, and market positioning. Our advisory ensures high-net-worth clients structure assets for lasting impact.

Advisory & Growth

Empowering executives and business leaders through strategic advisory, executive coaching, and capital execution helping clients refine business models and scale operations.

Strategic Partnerships

Collaborate with Fortunis to create industry-shaping alliances. We structure high-value partnerships that drive expansion, business growth, and competitive market positioning.

Innovation & Ventures

From disruptive startups to high-impact investments, Fortunis Ventures is designed to launch, scale, and optimize new business models with strategic execution.

What started as financial guidance evolved into a strategic partnership that has expanded my impact, influence, and freedom. Their ability to deliver exactly what they promise, on time and with absolute clarity, is unmatched.

Dr. Douglas StoddardAI & Robotic Surgery Pioneer

Fortunis has been instrumental in shaping Lattice. From leading capital strategy to building our advisory infrastructure, Sam brings vision, precision, and execution at every level. His development of our proprietary tech and predictive analytics platform gave us a competitive edge that’s now core to our model.

Matthew MoreaFounder, Lattice Inc.

The Fortunis team delivered exactly what I needed quickly, professionally, and with almost no lift on my end. They took full ownership and created a beautiful, client-centric digital experience that educates effectively and positions Capstone Plus exactly how I envisioned it. They overdelivered.

Tony WilsonExecutive VP

Fortunis helped me bring structure to my remote brokerage strategy and clarity to my personal brand. They took the ideas in my head and turned them into a scalable platform for growth. They took the time to understand my vision and then pushed me beyond it.

Sal Camacho IIIFounder, Legacy A5 Mortgage & Real Estate

Sam instantly understood my vision and helped me position myself as more than a contractor. He guided me on how to lead as a trusted strategic advisor. His process brought clarity, confidence, and a brand that reflects how I truly serve my clients.

Bradley MummFounder of Sharp Eye Roofing, Creator of The Mumm Method™

    Fortunis Advisory

    3017 Bolling Way NE
    Atlanta GA 30315

    Contact

    Sam@fapartner.com

    Fortunis Wealth

    1000 Town Center Dr
    Oxnard CA 93036

    Contact

    Ryan@fapartner.com

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