Fortis Wealth Management

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

115 S Palmway Apt 6, Lake Worth, Florida...

Phone Number

(570) 814-1588

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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May
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Jul
ZI Rank
1
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About Fortis Wealth Management

Fortis Wealth Management is an independent financial advisory firm dedicated to helping clients build and preserve their wealth while achieving their financial goals. They offer bespoke investment portfolios tailored to individual needs, alongside comprehensive and customized financial planning services. The firm operates with a fiduciary commitment, ensuring conflict-free advice and utilizing extensive market knowledge for long-term asset management. Fortis Wealth Management primarily serves individuals seeking personalized wealth management solutions and employer-sponsored plans.Explore more
Fortis Wealth Management's Social MediaPopular SearchesFortis Wealth Management LLCFortis Wealth ManagementFortisCom FortiswealthmanagementFortis Construction IncSIC Code 62,628NAICS Code 52,523Show more

Fortis Wealth Management Org Chart

PhoneEmail
MB
United States flag for contact location.

Director, Business Development

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fortis Wealth Management

<$5M
1-10
Private
-
2015
MB
Matthew BorowskyDirector, Business Development
$7.6M
11-50
Private
-
1962
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
11-50
Private
-
2011
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2013
ER
Eugene RiceWealth Advisor & President & Owner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Fortis Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Fortis Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Fortis Wealth Management.

Fortis Wealth Management Tech Stack

A closer look at the technologies used by Fortis Wealth Management

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Frequently Asked Questions Regarding Fortis Wealth Management

What is Fortis Wealth Management's official website?
Fortis Wealth Management's official website is www.investfortis.com
What is Fortis Wealth Management's Revenue?
Fortis Wealth Management's revenue is <$5 Million
What is Fortis Wealth Management's SIC code?
Fortis Wealth Management's SIC: 62,628
What is Fortis Wealth Management's NAICS code?
Fortis Wealth Management's NAICS: 52,523
How many employees does Fortis Wealth Management have?
Fortis Wealth Management has 1-10 employees
What industry does Fortis Wealth Management belong to?
Fortis Wealth Management is in the industry of: Finance, Securities Trading
What is Fortis Wealth Management competition?
Fortis Wealth Management top competitors include: Wealth Preservation Advisors, Fortune Wealth Management, Reynolds Wealth Management, Stockade Wealth Management
What technology does Fortis Wealth Management use?
Some of the popular technologies that Fortis Wealth Management uses are: Google Universal Analytics, Squarespace Online Stores, Adobe Typekit, Microsoft 365
How do I contact Fortis Wealth Management?
Fortis Wealth Management contact info: Phone number: (570) 814-1588 Website: www.investfortis.com
What does Fortis Wealth Management do?

Fortis Wealth Management is an independent financial advisory firm dedicated to helping clients build and preserve their wealth while achieving their financial goals. They offer bespoke investment portfolios tailored to individual needs, alongside comprehensive and customized financial planning services. The firm operates with a fiduciary commitmen... t, ensuring conflict-free advice and utilizing extensive market knowledge for long-term asset management. Fortis Wealth Management primarily serves individuals seeking personalized wealth management solutions and employer-sponsored plans.Read More

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

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