At Fortis Wealth Management, our wealth advisory team provides knowledgeable and unbiased advice regarding capital markets and financial planning.

We do not accept or receive compensation for the sale of securities or other investment products, to include asset-based sales charges or incentive fees from the sale of mutual funds.

Liam J. Gilroy Managing Partner

Liam J. Gilroy
Managing Partner

Liam J. Gilroy is a managing partner at Fortis Wealth Management LLC. Prior to the establishment of Fortis Wealth Management, Liam served as an Army Officer in Army and Joint Special Operations units tackling the complexities of operations during their service home and abroad. Upon completion of his active duty career, he turned his focus toward providing individual financial planning assistance to help clients achieve their retirement goals and safeguard their financial well-being.

A zealous advocate for his clients’ interests, Liam appreciates working closely with clients to ensure a complete understanding of personal goals in order to create a comprehensive plan to help his clients pursue and achieve a secure, rewarding retirement.

Education:

Kenan-Flagler Business School, University of North Carolina at Chapel Hill, M.B.A., 2018

Virginia Military Institute, B.A., 2007

Anthony F. Winkels Managing Partner

Anthony F. Winkels
Managing Partner

Anthony F. Winkels is a managing partner at Fortis Wealth Management LLC. Upon graduating with a degree in economics, Anthony served as an Army Engineer Officer. Following the completion of his active duty career, he joined a long-short value equity hedge fund, focusing on equity research and analysis, portfolio allocation, and risk management. He graduated with an MBA in Finance from The Wharton School in 2020.

Since 2015, Anthony has been employing his financial education and experience in service of the clients of Fortis Wealth Management, working with individuals, couples, and families to develop and implement wealth management plans that enable them to take control of their financial future.

Education:

The Wharton School at the University of Pennsylvania, M.B.A, 2020

United States Military Academy at West Point, B.S., 2008

Learn More about Anthony F. Winkels

Read More from Anthony F. Winkels