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Providing Fortune 500 Services To Closely Held Businesses In Employee Benefits, Risk Management, Retirement Plans and Wealth Management


Fortune Management provides competitive work practices to help clients maximize benefits, minimize administrative burdens, improve employee productivity, and ensure regulatory compliance


It is our passion to deliver dynamic solutions and business value to companies by asking the right questions, with insights enabling Plan Sponsors and other Institutional Fiduciaries to make prudent, cost-effective decisions.

Fortune Management Group features an investment discipline focused around long-term results, active portfolio management process, and comprehensive account summaries and deliverables.


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Solomon Reeves AIF CRPS offer securities and advisory services through KMS Financial Services, Inc., Member FINRA and SIPC. Sitemap