Fortis Management Group

In our view, helping clients achieve their personal and financial goals is not just a professional responsibility-it is a privilege. We know that being invited into a family's inner circle requires more than proven financial expertise. It demands unbiased perspective, constant communication, and a deep trust that must be earned from one generation to the next. We are a team of resourceful expert generalists-skilled at providing analysis across the entire spectrum of a family's finances. We work in harmony with our clients and their advisors to enable integrated and thorough decision-making. In addition to technical acumen, each member of our team brings the highest level of integrity, customer service and transparency to every task and responsibility. Part co-pilot, part steward, part coach, and always an ally, we are fully vested in helping our clients navigate complex scenarios, embrace opportunities, and sleep better at night. Our Philosophy