Fortis Financial Group is provide Customized financial planning for tech professionals and everyday millionaires Independent Fee-Based Financial Advisor in Seattle.
We act as a guide and advocate for you to help you conquer your goals by building a customized road map with action steps all along the way.
We start from a different place. Our technology clients want to focus their energy on their core profession and know they have a team behind them looking out for their best interest. Our Total Wealth Solution provides a unique approach to helping Technology Professionals manage investment accounts as well as stock grants, RSUs, stock options, ESPP, rental real estate opportunities, minimizing taxes and optimizing the use of debt.
FOCUSED ON TECH PROFESSIONALS
Our core business is to provide financial solutions to professionals working at tech companies
We provide solutions across all areas of your financial life to make managing and growing your Total Wealth easier
As an independent firm, we adhere to the fiduciary standard. This means we only make recommendations that are in your best interest.
STRONG TEAM OF DIVERSE SKILLS
We have a team of CFPs, CFAs and CPAs to provide in-depth planning, institutional-level investment knowledge and specialized tax insights.