Fortis Wealth Management, LLC

Fortis Wealth Management manages approximately $7.3 million in discretionary client assets and provides ETF‑based portfolio management and retirement plan consulting to individuals, high‑net‑worth clients, and pension and profit‑sharing plans. The firm also works with corporate/business clients and charitable organizations on investment matters and plan-level services, client types that are less common for advisers of this size.

Portfolios are implemented using model allocations built from exchange‑traded funds, with an emphasis on asset allocation and fundamental analysis and a multi‑year holding horizon (models are designed to be held at least five years); the firm performs periodic rebalancing and ongoing reviews. It operates through a digital custodial platform that supports account opening, reporting, and discretionary trade execution consistent with each client’s documented goals and restrictions.

A firm principal maintains licensed insurance and mortgage brokerage activities and has ownership interests in several non‑investment entities; those activities produce separate compensation and are disclosed as potential conflicts of interest and subject to the firm’s mitigation practices. Fortis also provides ERISA‑specific services, including Section 3(21) advisory work and the option to serve as a Section 3(38) discretionary investment manager for retirement plans, an uncommon service offering for an independent adviser with this asset and client base.