Wealth Management

Wealth Management

Your financial goals are as individual as you are. What do you want to accomplish and by when? How much risk can you tolerate, emotionally or financially? What do you need to live your life the way you want now and in the future?

At our wealth management firm, we believe asset management should be part of your overall financial plan and should not be treated as a stand-alone silo. Securing your financial future requires a team of integrated financial professionals who provide insightful advice, timely execution and continuous oversight.

Asset Allocation
Having a well-executed plan is only the beginning. The way it responds and adapts to the ever-changing financial market and your dynamic needs is where its true value lies. We believe global, multi-asset class portfolios of stocks, bonds and alternative investments have the best potential to protect your assets and generate attractive returns while minimizing risk. Emphasizing asset classes and investment vehicles that have little or no correlation over a market cycle help to increase success.

Investment Solutions
Fortis Lux Financial does not have proprietary products. We implement investment strategies utilizing a combination of best-of-breed money managers, private investment firms and passive investments. It is our role to select the investment vehicles that best suit your investment objectives, risk tolerance, and values.

Asset Ownership
This area is an often overlooked, but important aspect of investment planning. We believe that your tax-efficiency by owning certain asset classes in specific accounts, which will ultimately improve after-tax portfolio returns potential in the long-run. For example, tax-inefficient investments can possibly be moved to tax-deferred accounts. Assets targeted for future philanthropy or inter-generational transfers will have different allocations than those required for today needs. Our team will help you to determine the appropriate structure of taxable and tax-deferred assets.

When you’re ready to find effective wealth management solutions that meet your financial needs, call the team at Fortis Lux Financial.

* Asset allocation does not guarantee a profit or protect against loss in declining markets.  There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio or that diversification among asset classes.

* Neither Fortis Lux Financial, MML Investors services nor any of its employers or agents are authorized to give legal or tax advice.  Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.