- IAmMyFirstClient
- Independent Advice for Clients
- RIA Strength
- Advisor Network
- Schedule an Appointment
IAmMyFirstClient
A foundational principle of Fortus is the concept of IAmMyFirstClientTM. Developed by Chris Stolte, the Founder of Fortus, this is a promise that we’ll treat your family like our own. It’s more than just a fiduciary duty; Chris strives to provide his clients with a Golden Rule standard. Simply put, he imagines himself in your shoes seeking to find the best safeguards and financial opportunities, just as he does for his own family. This commitment is designed to create long-lasting partnerships with clients, wherein they can trust they’re getting the most thoughtful strategies and advice.
Independent Advice for Clients
The advisors at Fortus use any tool available to position clients for success. To this end, we have instituted a business model that maintains complete autonomy from any money manager or insurance company. This means we don’t take kickbacks when implementing our recommendations and we’re only interested in what’s best for you.
RIA Strength
Independent Financial Partners (IFP) is a SEC Registered Investment Advisor in Tampa, FL. In short, they help provide valuable services and resources to Fortus that translate into a better, more secure experience for our clients.
Advisor Network
Because Fortus takes a comprehensive approach to planning, we understand the importance of developing good working relationship with the other professionals who impact the financial health of our clients. As a firm, we have relationships with Estate Planning Attorneys, CPA’s and insurance brokerages with access to all the major insurance providers across the country. This network of advisors provides clients with a team of professionals all working together in the pursuit of your financial goals.