Built for the moments when the plan has to be right.
Fortis Private Wealth is an independent, fee-only advisory practice in Chicago, founded on a simple idea: individuals deserve the same caliber of research and discipline institutions get, explained in terms you can understand.
- 30+ Years Managing Portfolios
- Fee-Only Fiduciary
- GIPS-Verified Strategies
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.
Schedule a Conversation →Stay Ahead with Fortis Portfolio Solutions
Subscribe to our newsletter and get exclusive insights into market trends, economic perspective, and white papers with Fortis Portfolio Solutions.
