Please be aware of scams and always call your Fortis team directly if you have any questions or suspicions about someone purporting to be a representative of Fortis.
Fortis does not provide accounting, tax, or any other recommendations over social media.
Fortis does not make stock recommendations to the public or over social media and only provides investment advice to clients who have entered into an investment management agreement with Fortis Advisors. The SEC has compiled a list of the latest investment scams which can be found on their website: https://www.investor.gov/introduction-investing/general-resources/news-alerts/alerts-bulletins
Our Services
Like a vineyard, family wealth requires regular care and management. And as the falcon provides a tactical safeguard over vineyards, Fortis protects its clients against the threats to family wealth.
Life. Handled.
Wealth creates complexity similar to a small business and Fortis Wealth fills the role of your personal executive team. We realize no two clients are the same. Our process begins by taking the time to deeply understand your unique circumstances, values, and goals. We then devise both strategic and tactical steps to address and balance those financial and life issues.
Pre-Discovery Meeting
Formal Discovery Meeting
Financial Audit and Investment Analysis
Presentation of Findings
Mutual Engagement Meeting
Advanced Planning and Continuous Oversight
About Fortis Family Office
Vision for today. Growth for life.
Our client partners know firsthand that our rich history as a trusted advisor and sounding board has resulted in an unparalleled perspective when it comes to managing wealth. Our philosophy is rooted in the belief that we serve as a steadfast compass, guiding you with confidence as you navigate life’s biggest decisions and milestones.