Looking for a Financial Advisor? Learn What to Look For

  • We believe the financial advising industry is broken. Much of the advice out there is full of conflicts.

  • Clients care about their Total Wealth, not just their stock investments.

  • Is the advice you are getting comprehensive and focused on buidling your total net worth? Or just growing your investment portfolio?

  • We’ve built our Total Wealth Solution to focus on harmonizing all of your assets to make you wealthier.


Why Choose Fortis?

focused on tech professionals

Our core business is to provide financial solutions to professionals working at tech companies

Comprehensive
Solutions

We provide solutions across all areas of your financial life to make managing and growing your Total Wealth easier

ALIGNED FEE STRUCTURE

Our Total Wealth fee structure incentivizes us to grow your net worth rather than assets under management

STRONG TEAM OF DIVERSE SKILLS

We have a team of CFPs, CFAs and CPAs to provide in-depth planning, institutional-level investment insights and specialized tax advice.


WE THINK DIFFERENTLY…

We start from a different place. Our technology clients want to focus their energy on their core profession and know they have a team behind them looking out for their best interest. Our Total Wealth Solution provides a unique approach to billing based on Net Worth rather than Assets Under Management in order to align our incentives with our clients.

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Total Wealth Solution

Designed for Technology Professionals who want an advisor aligned with growing their Total Wealth, not maximizing Assets Under Management.


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Teamwork

A true team is a group of people who are fully committed to extraordinary outcomes and who hold themselves accountable for the achievement of these outcomes as well as the methods by which they are achieved.