Independent Fee-Only Financial Advisor in Seattle

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We focus on process to drive outcomes.


Whether it is developing a sound financial plan to help you deal with the uncertainties life throws your way, or picking investments to drive performance, it is our relentless focus on sticking to our process that leads to success.


fortis Wealth Management

fortis asset management

Find out about how we simplify and organize the financial lives of busy Seattle people. We strive to help you plan for your future and protect you from the unknown.

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Price is what you pay, value is what you get. At Fortis we utilize rigorous fundamental analysis to value assets, then exercise discipline to only buy at a significant discount to that value.

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