Company Email Format Management

Fortis Management Group LLC

Financial Services Waltham, Massachusetts, United States 49 employees

Employees: 49
Contacts: 3
Emails: 3
Phones: 2

fortismgmt.com LinkedIn

Fortis Management Group LLC Overview

Headquarters: Waltham, Massachusetts, United States
Website: fortismgmt.com
Industry: Financial Services
Employees: 49
Founded: 2005
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Waltham

About Fortis Management Group LLC

Fortis Management Group helps ultra-high net worth families make informed financial decisions by providing ongoing, strategic analysis of their entire financial picture on a fee-only basis. We are a resourceful, dedicated team of expert-generalists providing the full spectrum of family office services, with one notable exception: Fortis will never provide investment advice. This allows us to remain an unbiased advisor and a true custodian of our clients’ best interests. Our clients respect us for our broad expertise, our transparency, and our ability to navigate complex scenarios—but it is ultimately our profound commitment to decency, integrity and close communication that earns us a seat at the table from one generation to the next.

Fortis Management Group LLC Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 2; 50.0% coverage

Fortis Management Group LLC Org Chart

Sample employees and titles

Name	Title	Location	Contact
John Stampfl	Controller at Kenosha Community Health	Milwaukee, Wisconsin, United States	Email Phone
Amy Hoffman	Regional Director of Sales	St Helens, Oregon, United States	View
Michael Reagan	Sharepoint / Integration Developer	New Berlin, Wisconsin, United States	Email Phone
Jay Goldfarb	Principal, Fortis Management Group Llc	Waltham, Massachusetts, United States	Email