For over 100 years Fortis Wealth has teamed with families to help protect, manage and grow their wealth. As a true family office, our mission is to enhance our client’s return on life. We help our clients achieve what is important to them by bringing clarity to financial decisions and by helping them articulate and achieve their life goals. Focusing on more than just investable assets, we view our families from a global perspective and understand their entire financial world. This approach positions Fortis to add significant, measurable value in the areas of accounting, tax, estate planning, wealth management and philanthropy.
Established in 2013, Fortis Advisors, LLC, a wholly owned subsidiary of Fortis Wealth, LLC is an investment adviser registered with the Securities and Exchange Commission.