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Who Are Our Clients

'A bold onset is half the battle.'

~Giuseppe Garibaldi



The Ideal Client To Work With The Fortin Wealth Advisory Group

  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
  • High net worth individuals seeking a higher level of personal service and assistance managing significant assets
  • Successful executives looking to free their time to focus on personal and business assets
  • Business owners and self-employed professionals who need help managing personal and business assets
  • Professionals such as lawyers or accountants seeking assistance with their own assets, and a trusted partner to provide professional and highly ethical service to shared clients
  • Foundations where we manage investments in line with the Trustee Act
  • Government Institutions
  • Pre-retirees (generally within five years of retirement) who want to make the most of their retirement savings as they approach retirement
  • Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
  • Philanthropists looking for creative ways to enhance their legacy to chosen charities
  • Not-for-profit organizations needing executor and trustee services, professional investment management, custody and administration, and more
  • Investable Assets of $1,000,000 +


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What Our Clients Say About Us

80 Things We Do For Our Clients