Stratos Wealth Partners
47yrs
Top advisor by experience in Arizona
9yrs
Sam Winter is a fiduciary financial advisor in Scottsdale, Arizona, with 9 years in the industry. After four years at Cudos, Sam joined Fortitude Family Office in 2023, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3468 advisors with offices in Scottsdale, and one of 3171 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office7500 N Dobson Rd Suite 151, Scottsdale, AZ 85256
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$2.72 million
Advisors at the firm14
States licensed ?1 state
Services through Fortitude Family Office
Financial planningInvestment management for individuals and small businessesManaging private fundsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowFortitude Family OfficeCurrent firm
- 2018 – 2021CudosPreviously
Contact Sam
(602) 834-0089Fortitude Family Office main office 7500 N Dobson Rd Suite 151Scottsdale, AZ 85256Office · Get directions LinkedIn pageFortitude Family Office
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Questions to ask Sam
Tailored to Sam’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Sam
How do I contact Sam?
Call Fortitude Family Office at (602) 834-0089 and ask for Sam Winter. Sam works from the Scottsdale, AZ office.
How long has Sam been a financial advisor?
Sam has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Sam hold?
Series 65. Tap any license on this page to see what it allows.
Is Sam a fiduciary?
Sam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sam paid?
Fortitude Family Office reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask Sam for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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