Welcome to Fortegy Financial online!
We are an independent, full-service financial consulting firm dedicated to helping clients establish and maintain their long-term financial goals.
Now more than ever, it is very important to secure a financial advisor whom you can trust. Advisors at Fortegy Financial are accustomed to working with individuals, families, and businesses in a most discreet and professional manner. We approach each client's financial matters as a very personal and unique circumstance, and as an independent company, our loyalty remains with our clients opposed to a publicly traded parent company.
If you are a current client, you will find links to access your accounts, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor and satisfied client.
If you are not currently acquainted with our firm, we established this website as a way for you to get to know us. It should help you understand how we approach clients with a forward-thinking strategy that encompasses many aspects of one’s financial life.
We appreciate your interest in Fortegy Financial and sincerely look forward to serving you in the near future.