I am the Co-Founder of the Fortis Financial Group, a wealth management company focused on providing holistic financial planning to your assets are optimized and working together to help you most efficiently accomplish your goals. I do this work because I had close family growing up who made millions and subsequently lost it all because they didn't have sound advice along the way. I saw the pain that was caused (both emotionally and relationally) by not having a proper plan in place for how to handle, protect and grow their wealth.
What our clients love most about working with our team is the consultative approach we take to helping them make financial decisions and accomplish their longer-term goals. Many of our successful clients are very busy, work incredibly hard, are very good at what they do but are constantly worried they are not optimizing their portfolio, they are missing out on tax strategies to save money or can't stay on top of all the changes in the economy or tax laws in order to make the moves they need to protect and grow their wealth. They love having our team watch their back and fill in their blindspots.
There's a huge opportunity right now to get market share. Big companies like BlackRock and Fidelity are getting in because they have the infrastructure to be able to build tools that people will immediately trust.
Fidelity, BlackRock, and other financial giants are still bullish on Bitcoin and other digital assets—despite a brutal bear market. Here's why