Fortune Management, LLC

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Resources for Seniors serves senior and disabled adults in Wake County, NC, by providing home and community-based services and information to maximize their choices for independence, comfort, safety, security and well-being. Provides extensive information and support for decision-making as well as for direct services such as home care, adult day care, senior centers, home repair, and more.

We provide wealth management services to affluent individuals who want to delegate some or all of the responsibility for managing their financial structure and its on-going supervision. Client centered, we do that to a fiduciary standard with expertise, the perspective of experience, innovative thinking and collaboration.

A graduate of the University of Virginia, Bill has broad experience in Wealth Management practices in both consultative and management capacities.

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