At Fortis Financial Group, we believe wealth management shouldn't be one-size-fits-all. Whether you're a physician managing practice transitions, a tech founder planning an exit, or someone focused on retirement security, our Total Wealth Solution provides the specialized strategies you need for your specific journey.
The Fortis Total Wealth Solution integrates every aspect of your financial life into one cohesive strategy. Our team of CFAs, CPAs, and CFPs work together to identify opportunities others miss, creating a truly comprehensive plan that optimizes your entire financial picture.
We coordinate all elements of your financial life as one interconnected system
Deep knowledge of unique financial challenges facing physicians, entrepreneurs, and retirees
As an independent RIA, we always put your interests first
Customized strategies based on your specific goals and circumstances
Ongoing optimization as your life and the markets evolve
Our specialized medical professional planning addresses your unique challenges, from student loan optimization to practice transitions and liability protection. We understand the financial complexities of your career path and provide tailored strategies that give you the freedom to focus on patient care.
Exit planning requires specialized expertise. Our comprehensive approach covers equity optimization, pre-exit tax planning, and post-exit wealth strategies to help you maximize the value of what you've built and transition successfully to your next chapter.
Retirement security depends on integrated planning across income, healthcare, and legacy concerns. Our retirement-focused strategies help you create guaranteed income streams, protect against market volatility, and ensure your wealth supports both your lifestyle and your legacy.
Discover how our Total Wealth Solution can transform your financial future.
3600 136th Pl SE, Suite 270 Bellevue, WA 98006
(425) 453-5010
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