Fortis Wealth Management builds enduring, lifelong relationships with our clients by dedicating ourselves to building and preserving their wealth and helping them achieve their financial goals.


INVESTMENTS

A bespoke portfolio, tailored to fit our client’s financial goals, risk tolerance, and time horizon.

PLANNING

A dynamic approach that is comprehensive and customized to meet our client’s specific needs

MISSION

Our mission is to enable each of our clients to take control of their financial future

Mission

Our mission is to enable our clients to take control of their financial futures. We strive to help clients create and preserve wealth. We understand that individual financial goals, risk tolerances, and circumstances vary. Based on these criteria, we seek to:

  • Provide value by recommending appropriate financial strategies and solutions

  • Build customized investment portfolios for wealth preservation and growth

  • Provide service without conflicts of interest

We provide current understanding of investment markets and a comprehensive approach to asset management that is built on deliberate, thoughtful analysis and implementation.

Philosophy

Capital markets can provide immense benefit to support financial security and quality of life. At Fortis Wealth Management, we believe that this view is critical to helping our clients achieve their financial goals. Our team’s intensive academic and experiential backgrounds differentiate us from most wealth management firms and provide us with insightful perspective regarding macroeconomic trends, asset price volatility, and investment considerations in the midst of changing market environments. This approach enables the team at Fortis Wealth Management to understand potential investment opportunities and adjust to market risks. We employ a disciplined analysis of risks and expected returns to serve our clients in long-term portfolio management.

Uncertainty exists. Long-term investment success comes from having access to a team with the knowledge, experience, and tools to respond to the increasingly interconnected and changing investment marketplace.

At Fortis Wealth Management, our wealth advisory team provides knowledgeable and unbiased advice regarding capital markets and financial planning.

We do not accept or receive compensation for the sale of securities or other investment products, to include asset-based sales charges or incentive fees from the sale of mutual funds.

 
 
Head shot of Liam J. Gilroy Fortis Wealth Management Managing Partner

Liam J. Gilroy
Managing Partner

 
Head shot of Anthony Winkels Fortis Wealth Management Managing Partner

Anthony F. Winkels
Managing Partner