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?
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.