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John T
Series 65
American Fork, UT
Fortis Wealth Management, LLC
John Thomas is a financial advisor at Fortis Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has been associated with Fortis Wealth Management in various roles since 2017. Outside of advisory work, he owns and operates an outdoor equipment rental business and has indirect ownership in several renewable energy and manufacturing companies. Fortis Wealth Management manages approximately $7.3 million in discretionary client assets, providing ETF-based portfolio management and retirement plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, as well as corporate and charitable organizations. The firm emphasizes asset allocation, fundamental analysis, and multi-year holding periods, with services that include ERISA-specific advisory and discretionary investment management.
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