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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.
Meet Mary. One day she was a healthy teenager. And the next, she was diagnosed with a severe case of Guillain-Barré Syndrome which resulted in full body paralysis and a coma. Earlier this year, Mary walked out of Children’s Specialized Hospital. And last month, she walked on stage at our Charity Golf Outing and beautifully shared her story. We were honored to be Mary’s public speaking debut for CSH!![]()
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If you weren’t able to attend our outing, but would like to support Children’s Specialized Hospital Foundation, click the direct donation link in our bio from Jack and Jacob’s pre-outing fundraiser!![]()
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This video contains music from Shutterstock, licensed by Splice video editing app.
Another monthly Q&A with Mike & Johnny covering the questions everyone is asking:![]()
• How much money do you actually need to retire?![]()
• Will Social Security still be there?![]()
• Do your current saving strategies actually align with your financial goals?![]()
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Watch now for practical insights and straightforward answers.![]()
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#retirement #income #savings #socialsecurity #diversification taxfree
As we continue to share some of our favorite moments from the outing, we want to thank these two wonderful photographer/videographers who generously donated their time and services. Please meet NJ:NYC Director of Photography and Rob Arthur from Adapting Social ®️ !![]()
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ManyAdapting Social ®️ Adapting Social with their branding and content. And David was only introduced to us days prior and volunteered to help capture the day. ![]()
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David and Arthur peanut butter and jellied so we could relive our event for years to come. Thank you both!![]()
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Painting Contractors & MorPainting Contractors & MorepChildrens Specialized Hospital
We still have more great moments from our favorite day of the year![]()
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Thank you to our amazing VOLUNTEERS who helped make the day spectacular!!!!!![]()
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Childrens Specialized Hospital Mark Montenero
Partners, Dave and Christine had a great time at The Children’s Specialized Hospital Foundation Golf Outing at Hamilton Farm along with Bik from Russell Investments and Chief Medical Director, Colin O’Reilly who’s impact at CSH changes lives!![]()
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Dave and Colin also both sit on the Board of Trustees for Children’s Specialized Hospital Foundation to further the mission of providing care to more children who need it!![]()
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Childrens Specialized Hospital Dave West Christine Cox-West
Better late than never! 🎂 Happy Belated Birthday, James! We hope your day was filled with family, friends, and plenty of reasons to celebrate. Wishing you another year of growth, success, and unforgettable memories. Cheers to you!
The best advisors don’t succeed because they know every product.![]()
They succeed because they have the right partners behind them.![]()
At The Fortis Agency, we help independent advisors:![]()
✔ Compare carriers objectively![]()
✔ Design stronger cases![]()
✔ Navigate underwriting![]()
✔ Find solutions for challenging clients![]()
Because when our advisors win, their clients win too.![]()
That’s what brokerage should look like.![]()
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#FinancialAdvisors #LifeInsurance #Annuities #Brokerage #TheFortisAgency
The [Golf] Relay was finally captured! 3 years of doing something only we were crazy enough to add into a golf outing (maybe in the whole world 😂).![]()
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Thank you to Ryco Fundraising for your sponsorship of jesusofgolf ![]()
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Thank you to Birdie Banditos for capturing some of this footage with your Meta Glasses ![]()
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Congrats to D’Annunzio Group, Inc. for clinching the win!
The Fortis Agency and Fortis Group Advisors gathered together for our Family Barbecue. It’s incredible to see how much we’ve grown as well as watching our advisors reach their goals and build beautiful families.![]()
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The craziest part is we are probably missing half of our team in this picture! ![]()
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Proud to be a part of something so special!
Our 6th Annual Fortis Foundation Charity Golf Outing was a massive success with 100% of proceeds benefiting Children’s Specialized Hospital Foundation!![]()
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Thank you to Adapting Social ®️ for this fantastic edit and for the donation of your skills and footage of the day!![]()
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Childrens Specialized Hospital Autoland Toyota D’Annunzio Group, Inc. Dave West PJ Aliseo @thedalmore jesusofgolf Children’s Miracle Network
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.