The Fortis Group is a team of Financial Advisors within Morgan Stanley, dedicated to serving a diverse clientele with comprehensive wealth management and financial planning services. With a strong presence in New York City, the group provides personalized strategies tailored to individuals, families, and businesses at various stages of their financial journey. Backed by the robust resources and global reach of Morgan Stanley, The Fortis Group combines in-depth market knowledge with a client-centered approach.

Their core offerings include strategic investment planning, retirement planning, risk management, and philanthropy consulting. The team emphasizes long-term relationships and works closely with clients to align financial strategies with personal values and life goals. Known for their disciplined approach and high level of professionalism, The Fortis Group stands out for their proactive communication and collaborative style.

In addition to serving high-net-worth individuals, they also provide financial education and support to broader community initiatives through Morgan Stanley’s philanthropic programs. Their industry expertise is supported by a commitment to fiduciary responsibility and ethical advisory standards.

Website: https://advisor.morganstanley.com/the-fortis-group-15460072

Key Services:

– Comprehensive financial and investment planning
– Retirement planning and income strategies
– Portfolio management and asset allocation
– Philanthropic and legacy planning
– Risk management and insurance solutions
– Wealth transfer and estate planning
– Financial planning for business owners and executives
– Education savings strategies