Fortis Wealth

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

1045 1st Ave Ste 120, King of Prussia, P...

Phone Number

(610) 313-0910

Revenue

<$5 Million

Industry

Finance Securities Trading

About Fortis Wealth

Fortis Family Office provides comprehensive services including tax advisory and compliance, investment management, and wealth planning to help clients manage their financial affairs purposefully. They act as a centralized gatekeeper for family wealth, offering services such as financial reporting, real estate oversight, and concierge services. Their target clients are individuals and families seeking personalized financial strategies and support in navigating complex wealth management issues. Fortis emphasizes a tailored approach, understanding each client's unique circumstances, values, and goals to deliver effective financial solutions.Explore more
Fortis Wealth's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Fortis Wealth Org Chart

PhoneEmail
SL
United States flag for contact location.

Chief Business Development Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fortis Wealth

<$5M
11-50
Private
<$5M
1913
SL
Scott LeComteChief Business Development Officer
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
1962
BP
Barbara PerraultRegistered Client Service Manager
Illustration of an envelope

Fortis Wealth Tech Stack

A closer look at the technologies used by Fortis Wealth

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Frequently Asked Questions Regarding Fortis Wealth

What is Fortis Wealth's official website?
Fortis Wealth's official website is www.fortisfamilyoffice.com
What is Fortis Wealth's Revenue?
Fortis Wealth's revenue is <$5 Million
What is Fortis Wealth's SIC code?
Fortis Wealth's SIC: 62,628
What is Fortis Wealth's NAICS code?
Fortis Wealth's NAICS: 52,523
How many employees does Fortis Wealth have?
Fortis Wealth has 11-50 employees
What industry does Fortis Wealth belong to?
Fortis Wealth is in the industry of: Finance, Securities Trading
What is Fortis Wealth competition?
Fortis Wealth top competitors include: Waterford Advisors, Ascential Wealth
What technology does Fortis Wealth use?
Some of the popular technologies that Fortis Wealth uses are: WordPress.org, PHP, Proofpoint, Google Cloud Web Serving
How do I contact Fortis Wealth?
Fortis Wealth contact info: Phone number: (610) 313-0910 Website: www.fortisfamilyoffice.com
What does Fortis Wealth do?

Fortis Family Office provides comprehensive services including tax advisory and compliance, investment management, and wealth planning to help clients manage their financial affairs purposefully. They act as a centralized gatekeeper for family wealth, offering services such as financial reporting, real estate oversight, and concierge services. Thei... r target clients are individuals and families seeking personalized financial strategies and support in navigating complex wealth management issues. Fortis emphasizes a tailored approach, understanding each client's unique circumstances, values, and goals to deliver effective financial solutions.Read More

What are Fortis Wealth social media links?
Fortis Wealth Linkedin page
Is Fortis Wealth a public company?
Fortis Wealth is private company therefore does not currently have an official ticker symbol
See more information about Fortis Wealth

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