THE FOUNDATION OF OUR WORK IS A HOLISTIC METHOD THAT COMBINES OUR COLLECTIVE EXPERIENCE WITH DEEP SUBJECT MATTER EXPERTISE IN ALL AREAS OF PERSONAL AND BUSINESS FINANCE.
Have a vision, work hard, be persistent, seek advice from people who have walked this path before, and help others along the way. This is our recipe for life and work.
Not coincidentally, our most successful clients share this philosophy.
We bring our philosophy to bear in the following specialty areas:
“Life is to darkness what love is to fear: in the presence of one the other disappears.”
– Marianne Williamson
We want you to be around for a long time, so we made plans to be as well. For those who need it, we offer Haven Life term insurance from one of the oldest and most reliable insurers – backed and wholly owned by MassMutual, a leading insurer with over 160 years of experience.
Creativity looks at old ideas in new ways and turns imagination into action. In wealth management creative thinking is both an art and a science. When done properly it can help solve problems and open doorways to opportunities. We can offer ideas on how to use your resources to achieve your goals.
The Private Client Group at Fortis Lux serves to address the needs of high net worth individuals who face unique tax and estate planning challenges. If you have experienced financial success and wish to ensure that your legacy is transferred efficiently, the subject matter specialists in our Private Client Group can assist.
We listen carefully, conduct case consultations among multiple expert advisors, and simplify complex estate planning, tax mitigation and other business owner concerns, in order to show our clients the way forward.
With our help and guidance, you will make decisions with regard to the distribution of your wealth,
protecting the ones you love for generations to come, and to leaving the legacy you wish through philanthropic pursuits or other endeavors.
Depending on where you are in the evolution of your business – from startup to growth to maturity to exit (through sale or succession), our business owners’ division can assist you with a broad suite of services.
Our planning teams are deeply familiar with the needs of your evolving career. Whether you are evaluating a job offer, stock options or making benefits selections, we can advise you. A comprehensive approach means that we look at everything in concert, so that all of the gaps in your existing strategy can be identified and
Our Millennial Strategies division, is our answer to the void in the financial services industry for a younger generation of clients who deserve answers to their questions, and services that match their needs in scope and affordability – faster than ever before.
If you are already retired, we can review your existing plan and recommend
adjustments where feasible.