What We're All About
Our team of Advisors, Insurance Experts, CPAs and Actuaries work together to design custom plans for our clients and our brokers’ clients!
Custom Qualified Plan Design
Reduce your income tax exposure by six or seven figures by properly using the Internal Revenue Code.
David West
David West joined the industry after a successful career as a two-sport All Conference D1 Athlete, playing Baseball and Football at the University of Albany. Dave has a passion for helping profitable business owners reduce their income tax exposure using the very pillars our country was founded upon. Deep in Section 400 of the Internal Revenue Code are black and white ways to make significant, deductible contributions to Custom Qualified Plan Designs, while directing the lion share of that contribution to owners and key employees.
David West
Partner
The Fortis Agency
DWest@TheFortisAgency.com
732-773-6124
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.