Fortis Wealth Management

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Client assets under management

$67,675,925

Clients

179

0% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$378,078

About

Fortis Wealth Management serves individual and high‑net‑worth clients as well as retirement plan sponsors and small businesses. The firm offers discretionary portfolio management, written financial planning (including modular plans), 401(k)/ERISA advisory and employee education, and business development advisory services.

The firm tailors advice through one‑on‑one interviews and questionnaires and manages accounts on a discretionary basis using a blend of fundamental, technical and cyclical analysis with both long‑ and short‑term strategies; financial planning clients receive a delivered written plan and asset‑management clients receive a plan at no additional charge. For retirement plans Fortis provides 3(21) fiduciary support such as investment option screening, annual plan reviews and participant education rather than acting as plan administrator.

Distinctive features include a formal program of educational seminars and workshops (priced per session in the brochure) and a business‑development advisory line that provides MBA‑level strategic and operational consulting—services that are uncommon among similarly sized supported firms. The firm’s three‑advisor team manages about $67.7 million in AUM, which the brochure frames as supporting hands‑on, tailored service across both individual and institutional plan engagements.

Client services

Financial planning Portfolio management Educational seminars or workshops 401(k) services; buisness development

Expertise

College savings (529s, UTMA, etc.) Business ownership considerations

Occupation focus

Military & Veterans

Fee options

Fixed

Financial planning fixed fee generally between $250 and $1,500; Business development advisory flat fee; Educational seminars $1,000 per four-hour session

Percentage

Less than $1,000,000 - $999,999.99: 1.5% annually $1,000,000 - $4,999,999.99: 1.25% annually $5,000,000+: 1.0% annually

Project-based

$250 per hour for business development advisory services

Other

Account minimum: $250,000 Fee-only: Financial planning fixed fees from $250 to $1,500; Business development advisory flat fee or $250 per hour; Educational seminars $1,000 per four-hour session; Hourly consulting $250 per hour

Main office location

Fortis Wealth Management

130 Calico Court

Boone NC 28607, United States

Number of offices

Most active in

California · Florida · Louisiana · North Carolina · Pennsylvania · Texas · Virginia · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 888-336-7847

Advisors at this firm

Liam G

Series 65

Boone, NC

Fortis Wealth Management

Liam Gilroy is a financial advisor with Fortis Wealth Management in Boone, NC, holding a Series 65 designation and 10 years of industry experience. He has served in the U.S. Army National Guard since 2016 and previously served in the United States Army from 2007 to 2016. Outside of advising, he manages non-investment rental properties through Magnolia Operations LLC. Fortis Wealth Management is a team-based registered investment adviser with four advisors and approximately $50 million in assets under management. The firm serves individual and high-net-worth clients, offering discretionary portfolio management, written financial planning, 401(k) consulting, ERISA fiduciary services, and business development advisory support.

College savings (529s, UTMA, etc.) Business ownership considerations Military & Veterans

Daniel J

Series 65

Charlotte, NC

Fortis Wealth Management

Daniel Joseph is a financial advisor at Fortis Wealth Management in Charlotte, NC, holding a Series 65 designation with two years of industry experience. His prior work includes roles at CV3 Financial, Civic Financial Services, and Truist. Fortis Wealth Management is a team-based registered investment adviser managing approximately $50 million in assets for individual and high-net-worth clients. The firm offers discretionary portfolio management, written financial planning, 401(k) consulting, ERISA fiduciary services, and business development advisory, combining fundamental, technical, and cyclical analysis with an educational program of seminars and workshops for clients.

College savings (529s, UTMA, etc.) Business ownership considerations Military & Veterans

Anthony W

Series 65

Boone, NC

Fortis Wealth Management

Anthony Winkels is a financial advisor at Fortis Wealth Management with 10 years of industry experience. He holds a Series 65 designation and has worked at Goldman Sachs & Co. LLC and Crown Venture Management, LLC. Winkels is also a member of the U.S. Army Reserve. Fortis Wealth Management is a team-based registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, 401(k) consulting, and ERISA fiduciary services. The firm combines fundamental, technical, and cyclical analysis in its investment approach and offers educational programs and business development advisory services.

College savings (529s, UTMA, etc.) Business ownership considerations Military & Veterans

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