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The Fortis Agency

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.

1 day ago

The Fortis Agency
Recently, Christine Cox-West and The Fortis Agency were honored as she accepted the William P. Huber Award from the Morris County Chamber of Commerce and Saint Clare’s Health. Many shout outs, sharing our journey in philanthropy!Autoland Toyota Todd Frazier Eat Clean Bro Children’s Specialized Hospital RWJBarnabas Health Dave West See MoreSee Less
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3 weeks ago

The Fortis Agency
We’re over 50% full and the regulars haven’t even registered yet! Get your foursome registered before it’s too late!Touted as one of the best golf charity outing around, and for arguably one of the best causes (@childrensspecnj ), you don’t wanna miss this! We also have a few spots left in the “Fastest Hole in Golf Relay”, a new fan favorite. And of course, the ladies clinic so everyone can experience the fun! (Ladies are welcome in the full outing or the clinic!)To our local business owners, there’s a few sponsorships left to get some great exposure! Thank you to the sponsors who have already committed to supporting a great cause! Big shout out to our Diamond Sponsor @autolandtoyota and @monte_1980 !!!!!@dannunzio_group_inc @butter127 @thedalmore @aliseo223 @promptemr @ryco_fundraising @integratedfc @national_life_group @firstbanknj @beckwellnesscenternj @ivsbytheseas @iheartradio See MoreSee Less
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3 weeks ago

The Fortis Agency
When you get fresh cuts @exclusivecuts_nj and then go back to mom and dad’s office 🐂 See MoreSee Less
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4 weeks ago

The Fortis Agency
Hey Ladies!Ever feel left out when your co-workers head to the golf course or the client’s outing? Or maybe when your spouse is telling you about the “best round of their life”? Well that’s all about to change!At the Fortis Foundation’s 5th Annual Charity Golf Outing, we’ve created a unique opportunity for our ladies (and our favorite guys that can’t shoot under 120 and wanna get better… this is a safe space! 🤪)Back by popular demand, the Ladies Clinic! While the experienced (and self proclaimed experienced) golfers head out to the Championship Course of Trump National, we provide a clinic including instruction and casual golf on the short course. We time it out perfectly so as your clinic concludes, you head right into the festivities of the main outing including (but not limited to!): the putting challenge, helicopter ball drop, corn hole, DJ, Dalmore Scotch Tasting, iHeart Radio Live Streaming and more! And then of course, Dinner!100% of proceeds will benefit Children’s Specialized Hospital. Fortis Group Foundation is a 501c3 with the mission of supporting families and children in our local communities.Space is limited and we’re about half sold out! Register now!@childrensspecnj @iheartradio @thedalmore @autolandtoyota @monte_1980 @promptemr @dannunzio_group_inc @rwjbarnabas_health @alimemoli @jooicytitsvodka @jfraz14 @flavafraz21 See MoreSee Less
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3 months ago

The Fortis Agency
This week!!!! Sign up today! LINK IN BIO@shiv2910 @bellworksnetworkers @mikeyvons @bellworks @bellmarketnj @mabelatbell @d_west22 @christinecoxwest @mikemanginelli See MoreSee Less
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3 months ago

The Fortis Agency
Last year we received a wonderful honor at the NAIFA (National Association of Insurance and Financial Advisors) National Apex Convention in Scottsdale, Arizona. We were proud to accept this inaugural award in a room amongst our Industry Leaders and peers and look forward to continuing to live up to the mission of NAIFA: "Empowering financial professionals and consumers through world-class advocacy and education."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. Our goal is to do good with good people. We are thankful for NAIFA-National and NAIFA-New Jersey! See MoreSee Less
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3 months ago

The Fortis Agency
Our 5th Annual Fortis Group Foundation Charity Golf Outing is starting to fill up. This year we already have attendees registered from coast to coast! (Seriously people have registered and booked their Airbnb’s!) If you’ve played in our outing before, you know every year gets better than the last. You don’t want to miss out!100% of proceeds will benefit The Children’s Specialized Hospital Foundation @childrensspecnj And remember, we are now a 501c3!A HUGE thank you to the Sponsors who’ve already stepped up 4 months before the event to sponsor! Still sponsorship opportunities available! Click the link in our bio to register and/or sponsor! Our DIAMOND 💎 Sponsor: @autolandtoyota @monte_1980 PLATINUM: @thedalmore @dannunzio_group_inc GOLD: @ryco_fundraising Vendors: @beckwellnesscenternj @ivsbytheseas @ryco_fundraising See MoreSee Less
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3 months ago

The Fortis Agency
Please help us welcome Matt Simon, CFP® to The Fortis Agency!Did you know…. there are only 103,223 CFP®s (Certified Financial Planners)? Of those, only 6,595 are under the age of 30. To put it in perspective, there are over 1.3 Million attorneys in the US, of which about 52,000 are under 30 (Shout out to all our attorney friends and clients!)Matt Simon, right out of the gates, dedicated his career to financial services, quickly advancing in the profession. Earning his CFP® in his early 20’s puts him in a class of its own. Matt specializes in working with professionals in the Healthcare market, specifically high-earning Medical Device Professionals. We’re thrilled to welcome Matt to our team!!!#financialplanning #financialadvisor #financialfreedom #FinancialSecurity #FinancialSuccess #certifiedfinancialplanner #fortisfam #fortisstrong See MoreSee Less
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4 months ago

The Fortis Agency
We’re excited for our 2025 Brand Relaunch! Nearly 6 Years Ago we envisioned a better way to deliver independent and unbiased holistic financial strategies to our clients, and other advisors throughout the country. As we propel that mission, and our passion, Fortis deserved a little Refresh! We aim for our Fortis Brand Relaunch to embody our mission(s): "Strength in Financial Strategies" and "Doing Good with Good People"!#financialadvisor #financialplanning #FinancialLiteracy #FinancialSuccess #financialindependence #insuranceplanning #dogoodwithgoodpeople #fortisfam #fortisstrong See MoreSee Less
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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.