Established in 1913, Fortis Wealth’s predecessor firm was organized as a family office to centralize the financial affairs for a Philadelphia-based family by providing accounting controls, management, tax compliance and financial reporting. In the late 1970s, the firm evolved into a highly regarded national, multi-family office.

Today, we continue our heritage and commitment as an independent family office by integrating the disciplines of accounting, tax, finance and law. Our longtime client partners realize the benefit of an independent, employee-owned firm; every member of our team offers non-conflicted advice and counsel. Utilizing a multi-disciplinary approach enables us to commit to the long-term goals of our families while managing their daily needs and requirements.