ABOUT US
Fortis Private Wealth is part of Fortis Portfolio Solutions, an SEC registered investment advisory firm exclusively serving retiress and pre-retirees
ABOUT US
Fortis Private Wealth is part of Fortis Portfolio Solutions, an SEC registered investment advisory firm exclusively serving retiress and pre-retirees
Our Purpose
“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
Our Purpose
“Our mission is to provide a transparent, conflict-free, and simple investment experience for those seeking clarity in a complex financial world.”
Meridith L. Hutchens
Founder
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 make the most sense.
Looking for a Fiduciary ?
Customized Approach
You are tired of compiclated financial plans that are geared to a sale of a cookie cutter investment strategy.
We tailor strategies to meet individual client goals, offering personalized solutions that are not a one size fits all.
Flexibility and Innovation
You want to be able toquickly adapt 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
Transparency and Trust
You crave transparency and to understand conflicts of interest . You want a cost structure that make sense to you and your clients.
The Time is Now
Transform your financial landscape by providing tailored investment strategies that align with your unique goals and aspirations. With over 45 years of combined investment expertise, our team navigates the complexities of the market so you can enjoy peace of mind, knowing that your financial future is in capable hands. Let us help you unlock your potential and achieve the retirement lifestyle you deserve.
