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Fortune Wealth Management, LLC

12222 Merit Drive
Suite 1200
Dallas, TX 75251
Phone: 972-716-8002
Toll Free: 800-288-6845
Fax: 972-716-8034

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Mission Statement

As independent professional advisors, we offer you a personalized financial strategy. Your individual portfolio will be based on your unique situation, your attitudes and preferences, your dreams and goals. It will be designed to account for change, both in the markets and in your circumstances, We focus on each client's complete financial picture, from building a nest egg to passing assets on to heirs. We are dedicated to the success of our clients through quality individualized planning, thoughtful advice, sound risk management as well as solid money management.



Fortune Wealth Management, LLC is registered with the United States Securities and Exchange Commission as a Registered Investment Adviser. Information found on this site is directed toward U. S. residents only. Fortune Wealth Management, LLC and this web site are both based in the State of Texas. Fortune Wealth Management, LLC may only transact business in a state if first registered, excluded or exempted from state investment adviser registration requirements. Follow-up, individualized responses that involve either the effecting of or attempting to effect transactions in securities or the rendering of personalized investment advice will not be made absent compliance with state broker-dealer, investment adviser, broker-dealer representative and investment adviser agent registration requirements.

Several of our associates are registered representatives of Silver Oak Securities. Securities are offered through registered representatives of Silver Oak Securities, member of FINRA and SIPC. Advisory Services are offered through Fortune Wealth Management, LLC. Our associates are also appointed with numerous insurance companies. Fortune Wealth Management, LLC is neither a control affiliate nor a subsidiary of Silver Oak Securities, Inc. or any insurance company. Each firm is responsible for only those products and services that they provide.

                                                                                                                                                                                   

© . This site is published for residents of the United States only. The site owner may only conduct business with residents of the states 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.     Privacy Policy