Fortius is a Latin term meaning strength or power. As dreams become reality, building a solid foundation with sound fundamental investment strategies is essential. Fortius recognizes that along with financial success comes increased responsibilites and complexity so we provide a broad array of wealth management services designed to accumulate, preserve and transfer your wealth.
As an independent firm, Fortius differs from the competition by providing their clients with fully customized investment solutions as opposed to herding clientele into self-branded, homogenized products. Our independence affords us the ability to recommend investment solutions solely based upon the needs of our clients.
Fortius is a fee only firm, which means we are compensated exclusively by fees paid by our clients allowing us to work in our clients' best interests and solely for them. Many of our competitors receive the bulk, if not all, of their compensation (commissions) from the products they recommend. We act in a fiduciary capacity when advising our clients. This unique management style puts us on the same side of the table as our clients.
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