Wealth Management Services in Seattle
Bringing together what’s most important to you and your family to create lasting financial success
We Believe in a Holistic Approach to Wealth Management that Ensures Your Unique Goals and Needs are Met.
Get to Know You, Financially: Discovery
We take our time getting to know each and every one of our clients. We want to be sure that we know what your long and short-term goals are for your money, and we make it simple for you to discuss your plans with us. We make sure that we talk about ways to make your money work harder for you and make sure that you have thought about longer-term goals as well.
Taking the time to learn about all of your various plans for your investments, as well as your goals for retirement, is key. This allows us to build a fully customized financial strategy that will meet and exceed your goals with ease.
Sketch It Out: Wealth Management Planning
Your financial plan is built off of the information that we collected during the discovery phase. We can create a short-term plan or a long-term plan, or even both if you are looking at multiple money management goals.
We always have an eye to the future, and we can advise you about changes that you might need to make to your portfolio or alterations that you should consider with regard to the types of investments that you are holding.
Having access to the skilled advice of experts with their eyes on the market every day can help you to make educated choices about which assets to focus on. This is the roadmap that we will build to create success, but we can adjust and change your financial plan as needed to help you stay on target toward your goals.
Make Wealth Management Happen: Implementation
Your financial plan is built off of the information that we collected during the discovery phase. We can create a short-term plan or a long-term plan, or even both if you are looking at multiple money management goals.
We always have an eye to the future, and we can advise you about changes that you might need to make to your portfolio or alterations that you should consider with regard to the types of investments that you are holding.
Having access to the skilled advice of experts with their eyes on the market every day can help you to make educated choices about which assets to focus on. This is the roadmap that we will build to create success, but we can adjust and change your financial plan as needed to help you stay on target toward your goals.
Iterate and Perfect: Review
From time to time, you are going to need to make adjustments to your portfolio and your investments. We can help you to chart this new course correctly and to make the corrections that are required to keep you on target to meet your goals.
The team at Fortis Capital always has an eye on the changing market and the trends which can impact your financial goals. We will make sure that you are made aware of the need to change directions when things change.
Being sure that you do not have to try and make these predictions can offer a lot of peace of mind. Many people fear that they will miss the signs that there are market shifts in play, which can cause stress, worry, and mismanagement of investments.
Let us take care of the market analysis so that you can meet your goals without having to worry about them at the same time. We take the time to track the portfolio performance of all of our clients, and we will be sure to reach out to you when it’s time to make changes or adjustments.
Read More About Wealth Management From Our Team
Ready to Chat? We’d love to hear from you!