Fortis Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fortis Wealth Management provides asset management, financial planning, retirement-plan advisory, and business development advisory services to individuals, families and plan sponsors; the firm reports managing approximately $79.2 million for about 195 clients across three advisors. Services include discretionary portfolio management, modular or full written financial plans, 401(k) plan consulting and participant education, and business-focused engagements on a case-by-case basis.
The firm tailors advice to each client’s circumstances and conducts at least annual reviews while actively monitoring managed accounts; its stated methods of analysis include cyclical, fundamental and technical approaches and it uses long- and short-term trading strategies as appropriate. Clients may impose reasonable investment restrictions, and asset-management clients are offered a complimentary financial plan as part of the relationship.
Distinctive features relative to many peers are the firm’s regular educational seminars and workshops (priced at $1,000 per four‑hour session) and an explicit business development advisory practice delivered by representatives with MBA-level qualifications. Fortis also requires clients to custody accounts through TradePMR as the introducing broker with Wells Fargo Clearing Services as the clearing custodian, and it provides ERISA 3(21) plan fiduciary services, including investment option screening and employee education.
Client services
Expertise
Occupation focus
Fee options
Financial planning services fixed fee ranging from $250 to $1,500; Educational seminars and workshops $1,000 per four-hour session; business development advisory services flat fee based on agreed scope
Less than $1,000,000 - $999,999.99: 1.5% annually $1,000,000 - $4,999,999.99: 1.25% annually $5,000,000+: 1.0% annually
$250 per hour for business development advisory services and financial planning hourly rate estimation
Account minimum: $250,000
Main office
See office115 Edgewood Path #1624
Blowing Rock NC 28605
Advisors at this office
2
Offices (2)
Most active in
California · Florida · Louisiana · North Carolina · Pennsylvania · Texas · Virginia · Washington
Also doing business as
Fortis Wealth Management · Fortis Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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.
Daniel J
Series 65
Charlotte, NC
Fortis Wealth Management
Daniel Joseph is a Series 65 licensed financial advisor with three years of industry experience. He is currently with Fortis Wealth Management in Charlotte, NC, and has previously worked at firms including CV3 Financial, Civic Financial Services, and Truist. Fortis Wealth Management provides asset management, financial planning, retirement-plan advisory, and business development advisory services to individuals, families, and plan sponsors. The firm offers a range of services including discretionary portfolio management and 401(k) plan consulting, using a mix of cyclical, fundamental, and technical analysis combined with long- and short-term trading strategies.
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.
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