Overview

Fortegy Financial is a full-service Financial Consulting and Wealth Management firm. Our business deals with highly personal issues, and we take the issue of privacy quite seriously. After all, money means different things to different people. Therefore, Fortegy Financial advisors approach each client with an individual values-driven approach to best serve their needs.

An important thing to keep in mind about Fortegy Financial is that we are an independent firm, meaning we have no loyalty to any product, insurance, or fund company—only to our clients who give us reason to exist. We act in the best interest of our clients to find solutions that are appropriate for them.

Our expertise involves working with businesses as well as individuals and families. Please click on the links below to explore our services in detail. We look forward to hearing how we can help you achieve your financial goals!