Build Confidence In Your Future
Fortis Financial Group can provide you with the expert wealth management, financial planning, and retirement advice to help make your financial goals a reality.
A Team Approach to Managing Your Wealth
With Fortis Financial Group, you aren’t just another customer. We are part of your personal executive team to make your wealth management goals come to life. Let’s build a plan together.
Comprehensive Solutions
We provide solutions across all areas of your financial life to make managing and growing your Total Wealth easier. From Financial Advice, Wealth Management in the Seattle Area, or Insurance needs, we’ve got you covered.
Fiduciary Standard
Our financial planners work with you to give the best financial advice, not based on sales quotas and current fads on the market. We only succeed when our clients succeed, pushing us to work hard for you while reaching all of your financial goals.
Diverse Team
We have a team of Certified Financial Planners, Certified Financial Analysts, and Accountants to provide in-depth planning, institutional-level investment knowledge, and specialized tax insights.
Financial Planning Services
Fortis Financial Group offers many great wealth management and financial planning services to help you reach all of your financial goals. Some of the ways we can help you include
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Wealth Management
Holistic planning is the only way to create a healthy financial roadmap that best serves you. We sit down with you to come up with a comprehensive and customized plan to grow your money.
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Retirement Planning
Retirement can sneak up on you in no time. When you want to make sure you can live comfortably in Seattle, WA, work with our financial advisors for your retirement planning needs.
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Risk Management
Our qualified agents in Seattle, WA can work with you to provide some of the best options in insurance. Insurance is part of any financial plan and we can help you determine the types and amount that you need.
Ready To Chat?
Let us tell you more about our approach, and how we can be a part of your personal executive team. Let us give you a free consultation today!
What People Are Saying
“With both our children in college, it was time for us to start thinking through retirement planning. The team at Fortis assisted us in building out a detailed plan, combining and simplifying investments and developing goals for our financial future.”
- Craig L., Fortis Financial Group Client
Learn More About Wealth Management
We love to continuously educate ourselves and our customers. Read about our thoughts on the financial macro, get great tips about retirement, and much more.
