• Fundamental Brilliance

OUR VISION

We decided to create a financial firm that would support people's dreams and aspirations.

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.

Our Competencies

We bring our philosophy to bear in the following specialty areas:

  • Comprehensive financial planning
  • Wealth management
  • Trusts and estate planning strategies
  • Risk management
  • Tax efficient strategies
  • Business financial planning

“Life is to darkness what love is to fear: in the presence of one the other disappears.”

– Marianne Williamson

Protection made simple

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 ot the oldest and most reliable insurers – backed and wholly owned by MassMutual, a leading insurer with over 160 years of experience.

Side By Side

Comprehensive financial planning

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.

Schedule a Consultation

Do you have questions? Perhaps you need a second opinion.

Discover how we might work together through a simple and confidential no-obligation consultation.

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Private
Client Group
Private Client Group

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.

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  • Individuals who potentially face substantial tax obligations
  • Individuals who seek to do legacy, estate and charitable planning
  • Individuals who have experienced (or anticipate) major liquidation events
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pro-athletes

Professional
Athletes
Professional Athletes

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.

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Business
Owners
Business Owners

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.

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Professionals
& Executives
Professional & Executives

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
addressed.

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Millennial
Strategies
with Millennial Strategies

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.

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  • Financial managment in regular people terms
  • Student loan and debt management
  • Financial Planning and Wealth Management
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Baby
Boomers
Baby Boomers

If you are already retired, we can review your existing plan and recommend
adjustments where feasible.

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