What We Offer

Everything you need.
Nothing you have to find
somewhere else.

Six services. One advisor. Zero coordination gaps.

01 · Insurance

Coverage that actually fits your life.

We are not captive to any single company. We shop every carrier in the market to find the right product for your situation, then monitor your coverage as long as you are a client.

Life insurance
Mortgage protection
Final expense coverage
Indexed universal life
Term and permanent solutions
Ongoing policy review and monitoring

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02 · Financial Planning

A plan that stays current with your life.

Most plans get filed away after the first meeting. Yours gets updated. Your advisor coordinates across every service we offer so your plan is never out of sync with what is actually happening in your financial life.

Goal based planning around what matters most
Cash flow and budget analysis
Scenario modeling
Regular reviews and updates

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03 · Wealth Management

Institutional management. Built for you.

Open architecture. No proprietary funds. No hidden incentives. Our in-house investment team builds a strategy around your full financial picture, regardless of account size.

Sophisticated portfolio construction
Advanced risk analysis
Access to alternative investments
Clear portfolio reporting
Custodial relationships with major firms

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04 · Retirement Planning

A strategy built before you need it.

Retirement planning is not about picking funds. It is about a coordinated strategy that accounts for income, taxes, insurance, and the life you want to live, built into your overall plan from the beginning.

Custom retirement plan design
Institutional investment options
Coordination across all accounts
Ongoing reviews and adjustments

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05 · Tax Planning

All year. Not just at filing time.

Your tax situation is directly affected by your investments, insurance, retirement accounts, and estate plan. Through our CPA partnerships, clients get proactive strategy fully integrated with their advisor, not managed as a separate relationship.

Comprehensive tax strategy reviewed annually
CPA coordination with your advisor
Impact analysis before major decisions
Connected to investments, insurance, and retirement

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06 · Estate Planning

Protect what you build. Protect who you love.

Estate planning is the piece most families delay until it is too late. Through attorney partnerships, your advisor coordinates wealth transfer strategy that is documented properly and connected to your insurance and investment work.

Trust and estate strategy design
Attorney partnerships
Wealth transfer optimization
Beneficiary review across all accounts

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One Relationship

Every service. One advisor. Zero gaps.

You do not manage six different advisors. Your W.T.S advisor coordinates the whole picture. You get the benefit of the entire team.

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W.T.S Financial: Powered by Fortis Companies

America's Top RIA 2025 50 Fastest Growing RIAs

Everything you need.Nothing you have to findsomewhere else.

Coverage that actually fits your life.

A plan that stays current with your life.

Institutional management. Built for you.

A strategy built before you need it.

All year. Not just at filing time.

Protect what you build. Protect who you love.

Every service. One advisor. Zero gaps.

Everything you need.
Nothing you have to find
somewhere else.