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You Earn Well. You Save Often.
But Is Your Wealth Strategy Actually Working?

If you’re making good money — but still feel uncertain about taxes, retirement, or what happens next — you’re not alone. We work with professionals, business owners, and affluent families who are ready to take control of their financial future… not just grow wealth, but protect it — and use it wisely.

Start Your Personalized Exit Strategy — Without Disrupting Your Business

Tell us about your business goals and receive a tailored exit roadmap that maximizes your company's value and your personal wealth.

What we see everyday

You’re Smart. Successful. But Your Financial Plan Is Probably Fragmented.

  • Your investments are growing… but not coordinated with your tax plan
  • You have retirement accounts… but no clear withdrawal strategy
  • You’re earning well… but have no idea what happens when you stop working

Most high-income professionals assume their plan is "fine."

But fine is how people end up with surprise taxes, disjointed portfolios, and missed legacy opportunities.

Here’s what we do differently

We Don’t Sell Products. We Build Clarity.

Fortis.capital is a Seattle-based fiduciary advisory firm.That means no commissions, no sales pitches — just strategy.
Our advisors help you:

  • Build a tax-smart, optimized retirement income plan
  • Protect your legacy with smart estate structures
  • Review your portfolio through a risk-managed lens
  • Understand your exit plan (if you own a business)
  • Coordinate your CPA, attorney, and wealth strategy — all in one place

You’re not buying a product. You’re gaining perspective.

What we see everyday

The Most Expensive Financial Mistake? Waiting Until It’s Too Late.

Every year without a real plan
= more taxes lost

Every market cycle unprepared
= more risk taken

Every year closer to retirement
= less room for error

There’s zero downside to reviewing your plan with a fiduciary. But there could be six figures of upside.

BOOK YOUR FREE STRATEGY CALL

This Is Not a Sales Call.
It’s a Strategy Session.

Here’s what we’ll do together:

  • Walk through your current plan (if you have one)
  • Spot tax gaps, coordination issues, or inefficiencies
  • Outline opportunities you’re likely overlooking
  • Show you where to adjust — whether or not you work with us
“I only wish I’d done this earlier.”
— Actual client after one call
Why People trust Fortis

Why Seattle’s Affluent Families, Executives, and Entrepreneurs Choose Fortis.capital

  • 100% fiduciary. No commissions. No conflicts.
  • Advisors with 10+ years of experience each — not junior reps
  • Tailored strategies for HNIs, not cookie-cutter templates
  • Discreet, personalized, and aligned to your priorities

If you're earning well, you deserve advice that’s working just as hard.

What Our Clients Say

L.T.,
Business Owner, WA
Fortis helped us uncover six figures in tax savings and completely reframe how we looked at retirement.
D.R.,
Tech Executive, Seattle
It wasn’t about being sold anything. It was clarity I didn’t even realize I needed.
FAQS

Frequently Asked Questions

✅ Yes. No fees. No pressure. No surprises.

No, you don’t need a specific income or asset level to start. Our services are tailored to meet you where you are, whether you're just getting started or already managing significant assets.

After the call, we’ll send you a personalized summary with next steps. There’s no obligation—just helpful insight to guide your decision. If it’s a good fit, we’ll walk you through how to get started.

You’ve Worked Too Hard to Leave the Future to Guesswork.

Let’s find out if your plan is as strong as your income. Or if you’re one strategy call away from a breakthrough.

Book My Free Wealth Clarity Call