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
21st + 22nd Floors
New York, NY 10020
212-626-8751
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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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