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The Fortis Agency
Our partners founded 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.
Join The Fortis Agency would like to invite you to join us in making a positive impact through our 3rd Annual Networking Coat Drive. Come out and network with us while helping support The Salvation Army by donating a coat. Link to register in Bio
Last night The Attorney Advisory Group sponsored the ECBA Young Lawyers Section Devils Hockey night and happy hour! ![]()
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@njdevils @ecbanj #attorneyadvisor #youngattorney #financialwellness @katejimerson_ @mikeyvons @s_kuchinski_
After nearly a year-long hiatus, Fortis Business Networkers is back and better than ever! Join us for an electrifying evening of networking, fueled by the generous support of our friends at Team Montani – Cross Country Mortgage, as we rally together to raise + funds for the American Cancer Society. Don’t miss out on this fantastic opportunity to connect, collaborate, and cultivate new relationships-spaces are limited, and the excitement is sure to be off the charts! So, let’s raise a glass and toast to growth and community spirit—it’s time to network your way to success! See you there! Link in Bio!
This hits home for a lot of us. Today we remember those who we lost, but who will never be forgotten. #Remember911 #firstresponders #sacrifice #fortisfam
Happy Birthday to one of our special Fortis ladies, Kate Jimerson! We hope this year is even better than the last. We love you and are proud of you! @katejimerson_
We’re so proud of your support and involvement in Children’s Specialized Hospital!!! Dave West
www.rwjbh.org
Children’s Specialized Hospital Foundation (CSHF) is pleased to announce the election of David West, LUTCF, Partner at The Fortis Agency, to its Board of Trustees for a three-year term.
Today Shiv Patel, David West and Christine Cox-West had the pleasure of presenting the basics of Financial Planning in a multi-part Residency Financial Wellness program to some of the brightest ER residents at Community Medical Center. One of our passions is working with residents and helping them grow to reach their ultimate financial potentials! So excited for the future of healthcare in Ocean County thanks to this program!![]()
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@communitymednj @rwjbarnabas_health @cmc_residency @trchamber @onenaifa @naifanj @doctordisability #residencylife #disabilityawareness #ownoccupation #financialfreedom #financialliteracy #financialindependence #financialeducation #financialadvisor #financialplanning @shiv2910 @shivpatel_fsp @d_west22 @christinecoxwest
Incredible overview of how our team, led by Dave West, helps profitable business owners mitigate their income tax exposure using custom qualified plan designs. ![]()
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If you’re a successful business owner looking for black and white deductions, reach out to Dave. ![]()
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And for other Advisors and Brokers that would like to deliver this strategy to their clients, Dave is happy to help educate and support you as well!![]()
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Thank you to @e4insuranceservices for welcoming us on your channel! ![]()
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For the full YouTube video click the link in BIO!![]()
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@onenaifa @naifanj @d_west22
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.