When was the last time you spoke to a professional about your financial future?
At Fortiv Wealth Group, we don’t start with products; we start with purpose. We bring clarity and confidence in a world of uncertainty, guiding professionals and families through a financial planning experience built on trust, not templates.
Your aspirations and challenges aren’t just acknowledged; they’re transformed into strategic financial action. At Fortiv, we’re more than advisors. We’re advocates for your ambition. Whether it’s selecting the benefits that suit your needs, maximizing generational wealth, or planning for what’s ahead, our team helps turn complexity into clarity. With guidance that adapts as your circumstances evolve, we provide the structure and insight needed to protect what matters today while preparing for tomorrow.
Backed by decades of family-driven service and passion for people, we create a wealth plan with a purpose, so you can confidently pursue the life you’ve worked for. Let’s make your future our focus.
Our Story
When Antonio ‘Tony’ Moreno Sr. joined the financial services industry in 1981, he did so with a mission. A Cuban immigrant, Tony Sr., fiercely believed in the values of respect, integrity, honesty, and communication. From his perspective, clients should never be made to feel as though they were merely numbers in a portfolio; instead, every client needed to know that their concerns were being heard and understood. Allowing these core beliefs to act as his guide, Tony Sr. became a Certified Financial Planner®, and under his leadership, Moreno Financial Services grew into a respected independent firm in Central Florida. While Tony Sr. passed away in 2003, his legacy lives on, elevating opportunity for new generations of families and professionals alike.
Though Fortiv began with the vision of one family, today our strength is found in the breadth and depth of a diverse, multi-talented team. With a robust team of advanced professionals, we believe being a “family office” isn’t about size, it’s about how we care, how we collaborate, and how every role contributes to delivering thoughtful, comprehensive support. When you’re with Fortiv, you’re with a team united by shared compassion, ethics, and a genuine concern for your well-being.
Tony Sr.’s wife, Miriam, and children, Lisa and Tony Jr., work tirelessly to carry his legacy into the company’s future, evolving it from a focus on employee benefits to a holistic financial planning experience. Every member who joins Fortiv does so because they bring the values of compassion and listening into every element of their work.
Now entering its third generation, Fortiv is still grounded in those founding values. But with innovative planning tools and modern wealth strategies, we’re also helping clients embrace uncertainty with clarity, purpose, and proactive solutions.
Freddy Haramboure has embraced the family’s commitment to financial well-being, bringing fresh perspectives and innovative strategies to the firm. As Director of Retirement Plan Services, he is helping Fortiv adapt to a rapidly changing industry while staying true to the core values established by his grandfather, Tony Sr.
The team is not just dedicated to financial planning; they are dedicated to people. By integrating personalized service with cutting-edge solutions, Fortiv continues to honor the past while building a future where financial security is accessible to all.
Wealth with a purpose isn’t just a tagline, it’s how we show up for our clients each day.
Our Services
Simplifying Complexity. Elevating Opportunity. Your Future. Our Focus.
Each member of our team brings deep expertise and sharp specialization. Delivering best-in-class service isn’t just a promise; it’s our standard.
Together, we simplify complexity, elevate every opportunity, and build strategies that anticipate the unexpected; so you are aimed to manage risk and positioned to move forward confidently.
Fortify Legacy
Wealth Planning
Fortify Care
Long Term Care
Fortify Wellbeing
Employee Benefits
Fortify Growth
Investments
Our Approach
Our industry is constantly changing, but our dedication to integrity, honesty, and communication is steadfast.
Our Approach
We Bring Clarity and Confidence in a World of Uncertainty
Our role is simple: to be a steady, trusted guide in an ever-changing world. We listen closely, communicate clearly, and lead with integrity, so you can make informed decisions with clarity and confidence. Whether you’re navigating a complex challenge or planning your next step, we’re here to walk beside you with insight, structure, and unwavering support.