Blowing Rock, NC Office

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.