$6B AUM | $17MM Rev in
New York, NY
Fortis Lux is an independent, boutique wealth management firm that functions like a Family Office. While we remain Independent, we have a partnership with, and the financial backing of a $500B insurance company.
We have several office locations across the Northeast and manage nearly $6 Billion in assets across approximately 200 Advisors. We provide our clients direct access to experts in Portfolio Management, Tax, Business, Trusts and Estate planning, as well as advanced insurance and protection strategies.