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Fortis Lux unites with MassMutual Westchester increasing capacity for differentiated and comprehensive services

NEW YORK, Sept. 12, 2018 /PRNewswire/ — Fortis Lux Financial and MassMutual Westchester announced a merger which will result in the ability to meet the growing demand for financial advice and services in the region.

Under the leadership of Felix Malitsky, Fortis Lux Financial, the firm represents over $5 billion of assets under advisement [1] and has a combined team of over 200 insurance and investment professionals operating from the headquarters on 277 Park Avenue and with offices in Tarrytown and Melville, Long Island.

By combining the firms’ strengths, Fortis Lux can provide even more value to advisors thus supporting their ability to meet client needs and increasing their capacity to positively impact the community. Their expertise combined, with a holistic approach that integrates wealth and risk management allow advisors to provide value in a differentiated manner.

“The name Fortis Lux is a derivative of the Latin words Strong and Light, and as this name implies, it’s our mission to show strength and bring light into times of uncertainty for our clients,” explains Malitsky. “This expansion allows us to provide more resources, support, strength and light to our clients, advisors, partners and the community.”

Building on their excellent reputations, and commitment to providing comprehensive financial services to address the spectrum of financial needs, the firm is poised to make an even bigger impact on small-business owners, executives, corporations and multicultural markets in the region. Their expertise in the areas of investments, tax strategies, philanthropy, estate planning, risk management and advice, combined with a holistic approach that integrates wealth and risk management, allow advisors to provide value for their clients in a differentiated manner.

For more information about Fortis Lux, listed on Crain’s 2017 100 Best Places to Work in NYC, please contact Karmen Lai at 212.578.7030.

MassMutual refers to Massachusetts Mutual Life Insurance Company (MassMutual), Springfield,

MA 01111-0001, and its affiliated US insurance agencies. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org. 277 Park Ave 41 [st] & 44 [th] Fl, New York, NY 10172. (212)578-7030.


[1 ] Includes values of MassMutual and subsidiary insurance companies’ insurance and retirement products and investment products offered through MML Investors Services, LLC, a MassMutual subsidiary

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(Source: https://www.marketwatch.com/press-release/fortis-lux-accelerates-growth-trajectory-2018-09-12)