Fortitude Family Office Founder Matt Walker Named InvestmentNews Advisor of the Year - Southwest
Fortitude Family Office Founder Matt Walker Named InvestmentNews Advisor of the Year - Southwest
PR Newswire
PHOENIX, Aug. 31, 2026
National recognition reflects Fortitude Family Office's client-first philosophy and integrated approach to wealth management
PHOENIX, Aug. 31, 2026 /PRNewswire/ -- Fortitude Family Office announced that Founder and CEO Matt Walker, CPA, CGMA, has been named Advisor of the Year (Regional – Southwest) at the 2026 InvestmentNews Awards, recognizing excellence in leadership, innovation and client service across the wealth management industry.
Walker accepted the award during the InvestmentNews Awards ceremony in New York City. Winners were selected through a process that included industry nominations, independent research and evaluation by an independent judging panel.
"Receiving this recognition is incredibly meaningful because it reflects what we've been building at Fortitude from the very beginning," Walker said. "While my name may be on the award, this is truly a recognition of our entire team. Every day, our people work together to help clients navigate incredibly complex financial lives, and that's what makes this honor so special."
Founded in 2021, Fortitude Family Office was built on the belief that affluent families deserve more than traditional wealth management. By integrating investment management, tax planning, accounting and family office services under one team, the firm helps clients simplify increasingly complex financial lives.
Fortitude has grown from six employees and approximately $126 million in advised assets to approximately 40 professionals advising more than $3 billion in public and private assets, with growth driven almost entirely through client referrals.
"Our mission has never been to just manage investments," Walker said. "It's to simplify our clients' lives. We believe successful families deserve a coordinated team they can trust—one that brings every aspect of their financial world together so they can focus on what matters most."
Walker also serves as chairman of the board of CV3 Financial Services and is active in Young Presidents' Organization and the International Executive Council. He supports charitable initiatives throughout Arizona and promotes volunteerism and mentorship within Fortitude.
About Fortitude Family Office
Fortitude Family Office is a Phoenix-based, fully integrated family office providing investment management, wealth management, tax planning, accounting and family office services for ultra-high-net-worth individuals, families and business owners. Through a collaborative, multidisciplinary approach, Fortitude helps clients simplify financial complexity while protecting their most valuable asset—time. Learn more at www.fortitudefo.com.
Contact: Rhonda Grundemann rhonda@grundemanngroup.com
SOURCE Fortitude Family Office
The articles, information, and content displayed on this webpage may include materials prepared and provided by third parties. Such third-party content is offered for informational purposes only and is not endorsed, reviewed, or verified by Morningstar.
Morningstar makes no representations or warranties regarding the accuracy, completeness, timeliness, or reliability of any third-party content displayed on this site. The views and opinions expressed in third-party content are those of the respective authors and do not necessarily reflect the views of Morningstar, its affiliates, or employees.
Morningstar is not responsible for any errors, omissions, or delays in this content, nor for any actions taken in reliance thereon. Users are advised to exercise their own judgment and seek independent financial advice before making any decisions based on such content. The third-party providers of this content are not affiliated with Morningstar, and their inclusion on this site does not imply any form of partnership, agency, or endorsement.
Popular
The Smartest Moves for Bond Investors Today, and What to Do When You Have Too Many Investments
Undervalued by 15%, This Utilities Stock Could Be an Unexpected AI Winner
The Thrilling 37
The 10 Best and 10 Worst Months of All Time for the US Stock Market
United States