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Liam G

Series 65

Blowing Rock, NC

Fortis Wealth Management

Liam Gilroy is a financial advisor at Fortis Wealth Management with 11 years of industry experience. He holds a Series 65 designation and has military service in both the United States Army and the Army National Guard, where he continues to serve in a reserve capacity. Outside of advising, he is involved in managing rental properties through Magnolia Operations LLC. Fortis Wealth Management serves individuals, families, and plan sponsors by providing asset management, financial planning, retirement-plan advisory, and business development services. The firm uses a combination of cyclical, fundamental, and technical analyses in its investment approach and offers regular educational seminars and a business development advisory practice.

College savings (529s, UTMA, etc.) General retirement planning Founder/Business Owner Retired
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Anthony W

Series 65

Blowing Rock, NC

Fortis Wealth Management

Anthony Winkels is a financial advisor at Fortis Wealth Management with 11 years of industry experience. He holds a Series 65 credential and has worked at Goldman Sachs & Co. LLC and Crown Venture Management, LLC. Winkels is also a member of the U.S. Army Reserve. Fortis Wealth Management provides asset management, financial planning, retirement-plan advisory, and business development advisory services to individuals, families, and plan sponsors. The firm uses a combination of cyclical, fundamental, and technical analysis along with long- and short-term trading strategies, and it offers educational seminars and business development advisory services.

College savings (529s, UTMA, etc.) General retirement planning Founder/Business Owner Retired
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