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Fortis Lux Financial

EST. AUM
$1,500,000,000

CONTACTS
6

CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number
Website fortislux.com
Client types

Overview

Fortis Lux Financial presents itself as a firm operating as a personal CFO for clients, with over a decade of experience in the New York area. The firm emphasizes simplifying clients’ financial lives by developing customized strategies that align with individual goals and aspirations. Its services are structured to be holistic, covering financial planning, wealth management, insurance solutions, and retirement services—each addressed under one roof. The methodology centers on fully understanding clients’ short- and long-term goals through a six-step process: Discovery Meeting, Data Gathering, Analysis & Plan Development, Strategy Proposal, Implementation, and Ongoing Tracking.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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