Long Island’s Financial Advisor for Individuals & Families

Protect your wealth with impactful advice and oversight for your financial life. Fortis Lux Financial is pleased to help individuals and their families to not only maintain their current wealth but also to grow it to support their futures. Our experts will provide comprehensive guidance tailored to your specific challenges and goals so that you can increase your security and prosper. Contact us to speak with a financial advisor on Long Island about these services and more:

Financial Planning: Let us guide you through the turbulent times ahead with financial planning based on sound strategies. We provide personalized, holistic advice to help you achieve more with your resources.

Wealth Management: Our firm believes that wealth management should be treated as part of your overall financial plan rather than a standalone service. Our experienced financial advisors will deliver recommendations with your best interests in mind, as well as timely strategy execution and continuous oversight.

Insurance Solutions: The future is uncertain, so preparing for it can be challenging. We explore your insurance options with you to identify the policies that best suit the risks facing you and your family—and your risk tolerances.

Retirement Services: Whether your retirement years are drawing near or you are still decades away from it, our financial advisors will help you prepare. We are passionate about helping people from all backgrounds enjoy their golden years.