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Who We Are

A team that shows up.
Every call. Every time.

Coordinated. Client-first. Powered by Fortis Companies, bringing together insurance, wealth, retirement, tax, and advisory services under one platform.

Our Values

Faith. Family. Work.

We believe lasting financial work is built on faith, family, and disciplined effort. Those values shape how we serve clients, advisors, and business owners with clarity, stewardship, and long-term commitment.

They are not a slogan. They are the standard every person on this team is held to in every client relationship.

01
Faith
The foundation of our commitment to every client. We lead with integrity and hold ourselves to a standard that goes beyond the transaction.
02
Family
Every client we serve is someone's family. We treat their financial life with the care and attention that responsibility deserves.
03
Work
Disciplined effort, done consistently. We show up prepared, follow through on every commitment, and take the long view on results.
WTS Financial advisory team powered by Fortis Companies
Powered by Fortis Companies

Built for the long run.

W.T.S Financial is powered by Fortis Companies, a financial services firm bringing together insurance, wealth management, retirement planning, tax services, and advisory solutions under one coordinated platform. Recognized as one of America's Top RIAs and one of the 50 Fastest Growing RIAs by Financial Advisor Magazine in 2025.

50
States nationwide
15+
Years serving clients
Top
Ranked RIA 2025
6
Integrated services
Our Timeline

15 years of building the right way.

W.T.S Financial is powered by Fortis Companies, which grew from a single conviction into a nationally recognized financial services platform.

2010
Origins at MetLife Premier Client Group
The founding team builds their conviction around independence and doing right by the client above all else.
July 2016
Fortis Lux Financial established
Broker dealer and general agent platform giving clients access to any carrier in the market.
June 2018
Fortis Brokerage Services launched
Advanced insurance infrastructure and case design enabling more complex coverage solutions.
August 2020
Fortis Capital Advisors, Independent RIA
Comprehensive wealth management and investment advisory now available through one relationship.
January 2022
Fortis Tax Services established
CPA partnerships complete the ecosystem. Insurance, investments, retirement, taxes, and estate planning, all under one roof.
2025
Recognized nationally
Named one of America's Top RIAs and one of the 50 Fastest Growing RIAs by Financial Advisor Magazine.

Your finances. Your future. One team that handles all of it.

Every client gets a dedicated advisor and a coordinated strategy built around their complete financial picture.

Talk to an Advisor

W.T.S Financial: Powered by Fortis Companies

America's Top RIA 2025 50 Fastest Growing RIAs