Get to know us
Bill Fortune is a premier provider of financial advisory services, dedicated to empowering individuals and businesses to achieve their financial goals. With a wealth of experience and a commitment to excellence, we offer personalized strategies tailored to each client's unique needs. Our team, led by Bill Fortune himself, combines expertise in banking, finance, and investment advisory to deliver comprehensive solutions that drive success. Whether you're planning for retirement, investing for the future, or navigating complex financial decisions, we're here to guide you every step of the way. Trust Bill Fortune for expert advice and unparalleled service in your journey toward financial prosperity.
Our mission
At Bill Fortune, our mission is simple: to empower financial success. Through personalized advisory services and expert guidance, we strive to help individuals and businesses achieve their unique financial goals. With integrity and dedication, we aim to be the trusted partner our clients rely on for sound financial advice and strategic planning.
Our vision
At Bill Fortune, our vision is to emerge as the foremost authority in financial empowerment, revered for our unwavering commitment to guiding individuals and businesses through the intricate terrain of finance with unparalleled clarity, confidence, and innovation.
Our team
Our team at Bill Fortune comprises dedicated professionals with diverse expertise in banking, finance, and investment advisory. Each member brings a unique set of skills and experiences to the table, allowing us to provide comprehensive solutions tailored to our clients' specific needs. With a shared commitment to excellence and a passion for helping others achieve their financial goals, we work collaboratively to deliver personalized advice and strategic guidance that empowers our clients to make informed decisions. Our team's unwavering dedication to client success is evident in every interaction, ensuring that our clients receive the highest level of service and support as they navigate their financial journey.
Esther Bryce
Senior analyst
Victor Wilson
business advisor
Rose Xin Lee
financial advisor
Jessy Kim
portfolio manager