Mission

Our mission is to enable our clients to take control of their financial futures. We strive to help clients create and preserve wealth. We understand that individual financial goals, risk tolerances, and circumstances vary. Based on these criteria, we seek to:

  • Provide value by recommending appropriate financial strategies and solutions

  • Build customized investment portfolios for wealth preservation and growth

  • Provide service without conflicts of interest

We provide current understanding of investment markets and a comprehensive approach to asset management that is built on deliberate, thoughtful analysis and implementation.

Philosophy

Capital markets can provide immense benefit to support financial security and quality of life. At Fortis Wealth Management, we believe that this view is critical to helping our clients achieve their financial goals. Our team’s intensive academic and experiential backgrounds differentiate us from most wealth management firms and provide us with insightful perspective regarding macroeconomic trends, asset price volatility, and investment considerations in the midst of changing market environments. This approach enables the team at Fortis Wealth Management to understand potential investment opportunities and adjust to market risks. We employ a disciplined analysis of risks and expected returns to serve our clients in long-term portfolio management.

Uncertainty exists. Long-term investment success comes from having access to a team with the knowledge, experience, and tools to respond to the increasingly interconnected and changing investment marketplace.

Let’s Get Acquainted

 
 

We offer a complimentary “Get Acquainted” meeting to describe our services, and to see if our services
are right for you.