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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.
Rooms like this are where ideas turn into opportunities. Great night networking with some incredible people. 🤝 ![]()
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#financialplanning #financialadvisor #FinancialSuccess #networking
Planning for 2026 with The Fortis Agency 💼![]()
Clear goals, strong strategy, and intention behind every move 📊📈 ![]()
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#financialplanning #WealthStrategy #LongTermPlanning #FutureFocused #moneytips
Celebrating excellence at The Fortis Agency 🏆![]()
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Meet our 2025 Fortis Elite Club Qualifiers a group that continues to lead with focus, consistency, and results.![]()
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To celebrate, we’re honoring them with a two-night stay at the iconic Casa Cipriani and a day trip to QC NY Spa. A well-earned way to recognize the work behind the wins.![]()
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Congratulations to each of you. This is earned and just the beginning!
Happy Birthday, Micaela! ✨ We’re so grateful for the guidance, dedication, and positive energy you bring to The Fortis Agency. Wishing you a year filled with growth, wins, and well-deserved celebrations 🎉
Networking with purpose ✨![]()
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Join us for Networking for a Cause, hosted by The Fortis Group Foundation 501(c)(3).![]()
An evening of meaningful connections, great food, and giving back. All proceeds benefit the Fortis Group Foundation.![]()
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📅 March 4, 2026 | ⏰ 5:30 PM![]()
📍 Bar Bella at Bell Works, Holmdel, NJ![]()
🎟️ $30 ticket includes food from Corbo & Sons![]()
🤝 Sponsorships available. Please DM us as The Fortis Agency![]()
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Register here: www.eventbrite.com/e/networking-for-a-cause-tickets-1982302677671?aff=oddtdtcreator![]()
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Come network, connect, and support a cause that matters.
Quick question .. do you wanna pay taxes on every dollar you use in retirement?![]()
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Most people think retirement income only comes from 401(k)s and IRAs…![]()
which means every withdrawal is taxable.![]()
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But there’s a strategy most people don’t know about.![]()
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Properly designed life insurance can create tax-free retirement income.![]()
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Not ‘tax deferred’… tax free.![]()
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Here’s how it works. You fund the policy while you’re working, the cash value grows, and later you can access that money without triggering taxes if it’s structured correctly.![]()
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Why does this matter?![]()
Because tax rates change.![]()
RMDs are forced.![]()
And flexibility in retirement is everything.![]()
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This isn’t for everyone and design matters but when it fits, it’s one of the most powerful planning tools out there.![]()
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If you want more strategies like this that most people never hear about, hit follow.
Financial decisions are rarely one-size-fits-all. Having an advisor in the room helps turn education into strategy, clarity, and confidence. Join us as we discuss key financial facts that matter at The Fortis Agency.
Who needs a financial advisor?![]()
👉🏻 You do.![]()
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If you’re looking for a financial advisor, reach out to us at The Fortis Agency.![]()
📧 ddevizio@thefortisagency.com
Welcome to the world! 🤍![]()
A beautiful new beginning for Kate and her family.![]()
Wishing you endless love, health, and joy.
✨ Happy Birthday, Cayla! We are so grateful to have you as a key person at The Fortis Agency. Your dedication, positivity, and support mean so much to our team. Wishing you a year filled with happiness and success! 🎉💐
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.