Fortis Wealth
Homepage http://www.fortis-wealth.com
LinkedIn Profile https://linkedin.com/company/priv***ly-offic***
HQ Location
United States , Pennsylvania, King Of Prussia1045 First Avenue Suite 120 King of Prussia, PA 19406 United States
For over 100 years Fortis Wealth has teamed with affluent families to help guide, protect and grow their assets. Our approach, as a true family office, is to view our families from a universal perspective understanding their entire financial picture, not simply focusing on their investable assets. In doing so, Fortis is positioned to add significant value and customized solutions in the areas of tax, estate planning, cash flow management, wealth management and philanthropic endeavors.
Managing wealth is easier with a team of experienced, knowledgeable, independent professionals. Fortis has earned the role of an entrusted advisor and is a valued resource for all family financial decisions.
Established in 1913, our predecessor firm was organized as a family office to centralize the management of the financial affairs of a Philadelphia-based family. Until the 1970s, the office provided accounting control, management, tax compliance and reporting to its founding family. In the late 1970s, the firm transi
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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