In an uncertain world, you can count on Fortis Lux Financial to keep you on course. We are a trusted firm for wealth management in New York, known for our tailored strategies and sound practices. Our professionals deliver a personalized experience and ongoing optimization to help you secure your future and your family’s, no matter what may come.
A: One of our skilled financial managers will be assigned to get to know you, understand your goals, and help you achieve them. By working with our manager, you get a truly customized plan that addresses your full financial picture and helps you protect and grow your wealth. Most importantly, your wealth manager will collaborate with you to make changes as your goals evolve.
A: Even the most financially savvy people can benefit greatly from wealth management. These professionals have an in-depth understanding of healthy, long-term investments that can protect wealth for generations. Furthermore, they can assist you with much more than just investment—our managers can provide accounting, tax services, and more. Finally, they can collaborate with your attorneys and others to help you achieve all your financial goals.
A: What sets wealth management and financial planning apart is the clientele. A financial planner serves people with a wide range of income levels. A wealth manager specializes in the specific concerns of high-net-worth individuals. They have knowledge about complicated aspects of investing, tax law, and so on that most people do not have to concern themselves with.