Your financial goals are as individual as you are. What do you want 10 accomplish, and by when? How much risk can you tolerate emotionally and financially? What do you need to live your life the way you want now and in the future?

We help answer these questions and others like them by listening carefully, conducting case consultations among multiple experienced advisors, and simplifying complex estate planning, tax mitigation, and other concerns 10 show clients a way forward.

Our planning teams are deeply familiar with the needs of your evolving career. Whether you are evaluating a job offer. stock options. or making benefits selections. we can advise you. A comprehensive approach to your wealth management solutions means we look at everything in concert. This ensures all of the gaps in your existing strategy can be identified and addressed.

Working together, we'll customize a comprehensive financial strategy that revolves - and evolves - around what matters most to you.

Our Clients Include:

  • Individuals who potentially face substantial tax obligations

  • Individuals who seek to do legacy, estate, and charitable planning

  • Individuals who have experienced, or anticipate major liquidation events

  • Business owners looking for succession or exit strategies

We at Fortis Lux offer you:

Comprehensive financial planning

Retirement planning

Wealth management solutions

Estate planning strategies

Risk management

Tax efficient strategies

Charitable giving strategies

Business financial planning

Wealth transfer solutions

Financial planning services are offered only through approved Financial Planners of MML Investors Services, LLC.