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Financial
Planning

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Managing Wealth Can
Feel Overwhelming

At Fortis, we understand that managing wealth can feel overwhelming, especially when faced with complex challenges like concentrated stock positions, a lack of cohesive tax strategy, or uncoordinated service providers. High earners often find themselves juggling disconnected advice, missed growth opportunities, and uncertainty about major financial decisions. That’s why we offer a personalized financial planning approach that addresses these issues head-on.

Our team of experts integrates every aspect of your financial life—investments, taxes, retirement planning, and more—into one cohesive strategy. With Fortis, you gain a dedicated partner who helps you overcome financial obstacles and confidently achieve your long-term goals.

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Our Personalized Financial Planning Approach
Tax Optimization
Concentrated
Stock Positions
Holding significant wealth in a single stock exposes you to financial risk and market volatility, which can threaten your long-term security. Fortis specializes in tax-efficient diversification strategies to reduce this risk. Our team customizes solutions—like tax-loss harvesting, charitable contributions, or exchange funds—to gradually diversify your portfolio. This approach helps protect your wealth and positions you for sustainable growth.
Tax Optimization
Tax
Strategy
Without a cohesive tax strategy, you risk paying more than necessary, which can significantly reduce your net income. Fortis provides an integrated tax plan that aligns your investments and income streams to maximize tax efficiency. By coordinating your financial moves, we help you keep more of your earnings and enhance your overall financial well-being.
Tax Optimization
Strategy Through
Collaboration
When your CPA, financial advisor, and estate attorney work in silos, it can lead to disjointed advice and missed opportunities. Conflicting strategies may emerge, undermining your financial goals. Fortis coordinates with all your service providers to ensure a cohesive approach. By fostering collaboration, we streamline your financial planning, creating a unified strategy that supports your overall financial success.
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Expanded Growth
Potential
Traditional portfolios often lack exposure to high-performing alternative investments, which can limit your returns and growth potential. Fortis expands your portfolio by incorporating alternative assets that go beyond stocks and bonds. By diversifying with assets like private equity, real estate, or hedge funds, we help you capture more growth opportunities while reducing overall risk.
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Strategic Retirement
Withdrawal
Without a clear plan for retirement distributions, you may face uncertainty about how to sustainably withdraw funds, risking depletion of your savings or a reduction in lifestyle quality. Fortis creates a strategic distribution plan tailored to your retirement goals, ensuring your savings last while supporting the lifestyle you desire. Our approach provides peace of mind and long-term financial stability.
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Confident Financial
Decisions
Uncertainty around major financial decisions can lead to delayed goals and missed experiences with loved ones. Whether considering buying property or planning a dream trip, Fortis offers clear financial projections tailored to your goals. With our guidance, you can make these significant choices confidently, knowing they align with your long-term financial health.
The Fortis Advantage

Your Pathway to
Exceptional Outcomes

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Tax Optimization
Fiduciary Responsibility
We are legally and ethically committed to acting in your best interest, ensuring every recommendation aligns with your goals.
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Holistic Approach
Our comprehensive planning covers all aspects of your financial life, creating a cohesive, personalized strategy.
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Proactive Communication
With regular updates and open access to our team, we keep you informed and engaged every step of the way.
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Client Stories

Real voices share their transformative experiences with Fortis. Hear directly from clients who have embraced our solutions, achieving remarkable results that speak to the heart of our mission. Dive in and discover how Fortis has made a difference—one success story at a time!

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Take the Guesswork Out of Your Financial Future

Imagine confidently purchasing that dream property or planning an unforgettable trip, knowing it won’t compromise your financial security later in life. At Fortis, we’re here to help you make those decisions with clarity and peace of mind.

Contact us today for a consultation and let us show you how personalized financial planning can secure your future,
so you can start enjoying life now without worrying about the future.

Contact Us
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3600 136th Pl SE, Suite 270
Bellevue, WA 98006
contact-phone (425) 453-5010
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