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.