Valuable Guidance in Your Financial World
In the realm of financial services, trust isn’t just a word; it's everything. The confidence our clients place in us is a responsibility we hold with the highest regard. Here at Fortitude, we do more than just create and implement financial strategies, we build lasting relationships grounded in trust and mutual respect.
A little about Matt…
I’m proud to call Northeast Ohio home, where my wife Stefanie and I stay busy with our 3 kids, and all of their sports and dance classes. As a true homer, I’m a diehard Cleveland sports fan, as well as, of course, the Buckeyes!
I approach every client with the same dedication and care I give my own family. Driven by a proactive, relationship-focused philosophy, I believe in creating strategies as unique as your story, rooted in honesty and clarity.
At Fortitude, it's not just about managing wealth; it's about building a holistic relationship that forms the foundation of your comprehensive financial strategy.
My professional journey and experience…
With a Master’s Degree in Public Administration and a background in public policy, I was always driven by a passion to make a real difference. This led to me launching my financial practice in 2014 where the opportunity to positively impact the lives of those I meet continues to motivate me.
Holding degrees from Bowling Green State University and Cleveland State University, I’ve turned my diverse background into a strength, crafting financial strategies that resonate with a wide array of clients – from entrepreneurs and professionals to families and individuals with special needs.
My practice is more than just cultivating assets; it's about making complex financial concepts relatable and being a resource you can trust. I'm proud to advocate for families with developmental disabilities, serving on the board of Milestones Autism Resources.
As a Financial Services Certified Professional (FSCP®) with a Series 6 & 65 license, I bring both knowledge and empathy to the table. I believe in clear, straightforward advice, which is why over 90% of my new clients come from referrals. When we sit down to talk, I want you to leave not just with a plan, but with the confidence and understanding to bring that plan to life.
Strategic Partnerships
Meet Dean Caserio - VP of Advanced Strategies
Since completing my Bachelor of Science in Accounting at Cleveland State University back in '91, I've been immersed in the world of financial services. My journey began at Capital Planners, Inc., where I honed my skills for over 17 years before partnering with 21st Century Financial. Today, I bring my experience to Fortitude Wealth Management, sharing the same values and client-focused approach.
For me, planning is all about creating airtight strategies that leave no room for exposure. Whether working with business owners, top executives, or successful individuals, I believe in building strategies robust enough to withstand all market conditions. This belief stems from a deep understanding that true financial freedom comes from confidence in your plan's resilience.
My journey in this industry has been enriched by extensive learning in Estate, Business, and Pension Planning. As a Financial Services Certified Professional (FSCP), and a Registered Representative with Hornor, Townsend, & Kent, holding a Series 6 license from FINRA, my goal is to make a tangible, positive difference in the lives of those I work with.
Residing on the east side of Cleveland with my wonderful wife, Jennifer, and our three sons, I balance my professional life with a strong family foundation. I take pride in one of my sons serving in the United States Air Force, reflecting our family's values of commitment and service. At Fortitude, I look forward to bringing these values, along with my experience, to help you build a financial strategy that stands the test of time.
Dean is not registered to offer advisory services.
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