​Fortune Wealth Management, based in Dallas, Texas, is a boutique Registered Investment Adviser offering personalized financial planning and investment management services to high-net-worth individuals, families, retirees, and business owners. Founded by Sonja White in 2011, the firm emphasizes a client-centric approach, tailoring strategies to align with clients’ unique goals, risk tolerance, and life stages.

Their comprehensive services include portfolio management, retirement planning, risk management, and corporate retirement plan consulting, all designed to provide holistic financial solutions. With a commitment to transparency and fiduciary responsibility, Fortune Wealth Management leverages institutional-quality resources to construct diversified portfolios and deliver informed financial guidance.

Clients benefit from the firm’s dedication to building long-term relationships and its focus on helping them navigate complex financial landscapes with confidence.