Our Services

Fortis Wealth Management is a Registered Investment Advisory that specializes in investment advice, financial planning, and helping our clients to take the stress out of their financial lives. We will:

• Get your finances organized

• Work with you to make a written financial plan

• Meet at least yearly to review the plan

We work with all types of financial plans, such as:

• IRA/Rollover IRA

• Roth IRA

• 401k

• Individual and joint accounts

• Trust investment accounts

• Business investment accounts

If you’ve seen it, we’ve worked with it. We build portfolios tailored to your needs, your risk tolerance, and to your station in life. We work with efficient, low cost portfolios that are easy to understand.

We maintain a fiduciary role, which means we do what’s best for you, no matter what. Our model is based on investment advice, not fees on churning and burning many trades to generate more revenue for us. Just sound, time-tested financial advice to help you grow your wealth, plan for your future, and take the stress out of your finances.

Let’s roll.