The Fortis Group
Powerful guidance for preserving wealth


As dedicated financial planners and active portfolio managers, The Fortis Group offers a full range of integrated services to suit the unique needs of affluent individuals and families. With our depth of experience, we’re equipped to handle those needs.

We view relationships as trusted partnerships, providing the authenticity, good sense and genuine care that extend beyond what you might expect from many wealth managers. By focusing on personal attention and hands-on service, we foster the kind of confidence that leads to lasting relationships.

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The Fortis Group

1251 Avenue Of The Americas
2nd Floor
New York, NY 10020

212-626-8751


Renato J. Reali

Senior Vice President Wealth Management
Senior Portfolio Manager
Paul Vigue

Senior Vice President Wealth Management
William Platt

Senior Vice President Wealth Management
James Musson

Grant Templin, CFP

Senior Wealth Strategy Associate
Nancy O'Neill

Senior Registered Client Service Associate
Erika Imbriano

Senior Registered Client Service Associate
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