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The Fortis Group

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 (north Side)
New York, NY 10020
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Paul Vigue
Senior Vice President – Wealth Management
William Platt
Senior Vice President – Wealth Management
Renato J. Reali
Senior Portfolio Manager
James Musson
Senior Wealth Strategy Associate
Grant Templin
Financial Advisor
Nancy O'Neill
Senior Registered Client Service Associate
Erika Imbriano
Senior Registered Client Service Associate
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