About Us
“Our mission is to provide a transparent, conflict-free, and simple investment experience for those seeking clarity in a complex financial world.”
Meridith Hutchens
Founder
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Why Choose Fortis Private Wealth?
Experience
Meridith Hutchens and her colleague, David Guzy, are the portfolio managers leading our SEC-registered investment advisory firm.
Together, they bring over 45 years of investment expertise.
Nimble
Our size is a strategic advantage.
We make all investment decisions internally, ensuring you have direct access to us and a clear understanding of specific portfolio strategies, with timely updates.
Work with Us
You choose the cost structure that makes the most sense.
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Looking for a Fiduciary?
Tired of cookie-cutter strategies?
You're tired of complicated financial plans geared toward a one-size-fits-all investment strategy. We tailor strategies to meet individual client goals, offering personalized solutions built around you.
Want to adapt quickly?
You want to adapt quickly to market changes and implement innovative strategies without the constraints of large corporate structures. Our strategies are customized to your needs, not the other way around.
Crave transparency?
You want to understand any conflicts of interest, with a cost structure that makes sense to you.
The Time Is Now
Your financial future deserves a plan built around you.
Our team brings decades of investment expertise to the complexities of the market, so you can enjoy peace of mind knowing you're in capable hands. Let us help you unlock your potential and achieve the retirement lifestyle you deserve.
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