Learn More About our Wealth Management Team
We’re so excited to become the first 100% NAIFA agency. The National Association of Insurance and Financial Advisors (NAIFA) is a 130 year old organization dedication to our industry. NAIFA advocates for our clients and helps advance the advisors in our industry to help them be better for their clients. We know at Fortis, we are creating something really special. We look forward to continuing our mission of “Doing Good with good People” through this partnership with NAIFA!
Awards
We are proud of the accomplishments of our firm and its advisors!
Individuals
Unique Strategies
We have a team of specialists that combine legal, tax and financial expertise to maximize the efficiencies of your plan.
Access to advisors
We have long careers ahead of us. Our longevity ensures that your advisors will be there for this generation and the next.
Experience
Our partners have combined over 30 years of experience in the financial industry to put together the best plan for your family and business.
Make your plan work for you!
Advisors
Access to High Quality Products
Access High Quality Insurance Products Across the Industry.
Support from Specialists
Access to Unique Planning Strategies that will set you apart from the competition.
Underwriting Support
Support so your work flow never slows down.
Take your practice to the next level!
Proud Members of:
About us
Our partners met at a previous firm in 2012. After successful careers, they decided to create a firm to better serve clients and advisors. Fortis means “strong”. The Fortis Agency delivers strong financial strategies to clients and advisors.
Our mission
Our partners found The Fortis Agency with a two-fold mission. First, is to bring the highest quality financial products and strategies to our clients. Second, is to empower financial advisors and brokers around the country to do the same. Our goal is to do good with good people.