A complete list of active advisors currently associated with Fortis Wealth Management

Warmer can help you find a great advisor at Fortis Wealth Management or one who fits your needs even better.

Fortis Wealth Management serves individual and high‑net‑worth clients as well as retirement plan sponsors and small businesses. The firm offers discretionary portfolio management, written financial planning (including modular plans), 401(k)/ERISA advisory and employee education, and business development advisory services. The firm tailors advice through one‑on‑one interviews and questionnaires and manages accounts on a discretionary basis using a blend of fundamental, technical and cyclical analysis with both long‑ and short‑term strategies; financial planning clients receive a delivered written plan and asset‑management clients receive a plan at no additional charge. For retirement plans Fortis provides 3(21) fiduciary support such as investment option screening, annual plan reviews and participant education rather than acting as plan administrator. Distinctive features include a formal program of educational seminars and workshops (priced per session in the brochure) and a business‑development advisory line that provides MBA‑level strategic and operational consulting—services that are uncommon among similarly sized supported firms. The firm’s three‑advisor team manages about $67.7 million in AUM, which the brochure frames as supporting hands‑on, tailored service across both individual and institutional plan engagements.

To learn more about the advisors currently working at Fortis Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.