At the Fortin Wealth Advisory Group, we are proud to be one of the most respected and influential wealth management teams in the industry—but we measure our success by the loyalty of our clients. For more than 25 years, affluent families have confidently trusted us with their complete wealth journey, because we consistently deliver optimized results.
What do we mean by optimized? We deliver enhanced performance using innovative, institutional-strength strategies suited to complex wealth. We rigorously capture opportunities and manage risk, continually adapting to stay ahead of the curve, and tailoring everything to your goals. And we’re structured to take a lead role while providing best-in-class service that makes excellence feel easy.
One of the biggest contributors to your wealth is the advisors with whom you choose to partner—we've built a practice that will help you make the most of your wealth.
Meet the Team
Who we Serve
Our Approach
We believe every client should be able to answer that question. Not just with a “feeling”—but with a clear understanding of what they bring to the table, and a quantifiable view of how the money spent on fees delivers a return. It’s not the norm in our industry, but we believe it should be.
Learn more about our unique value and commitment to clarity >