Fortis Lux Financial
Where Heart Meets Mind
Who we are
About Us
On average, we humans make up to 35,000 decisions a day. If you’re running a business, it certainly feels like that, doesn't it? How to achieve a healthy balance sheet and company culture. Retain earnings and top talent. Drive profitability and performance. Decision after decision. It's a never-ending balancing act.
And it doesn't stop when you leave the office. At home, you're making decisions that are even more important. How to meet your family's needs for today and tomorrow. Provide life experiences and financial lessons. Create lifelong wealth and a generational legacy. Live well now and in retirement.
Whether leading a business or leading a family, it takes heart. And mind.
That’s where we come in.
At Fortis Lux, we see ourselves as more than financial planners. We have the minds of capitalists and the hearts of social workers. Our job is to help you make the best financial decisions for your family and your business. For today and tomorrow. Balanced with heart and mind.
Your advisors
Our Team
What to expect
Our Approach
How do we deliver a financial strategy that’s personalized to your specific needs, goals, and objectives? Here’s what you can expect when working with our team. It’s the Fortis Lux Difference.
- Discovery Interview – Understand your unique goals and objectives.
- Gather Data – Collect information to develop your personal plan.
- Analyze & Develop Plan – Evaluate your current situation and build comprehensive solutions.
- Plan Presentation & Delivery – Review your plan and discuss recommended strategies.
- Plan Implementation – Put recommendations into action.
- Monitor & Update – Regularly review and refine your plan.
Learn more about our personalized financial planning approach to help achieve your life's ambitions.
Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.
Who we serve
Who We Serve
Pre-Retirees & Retirees
Whether you’re approaching retirement or already enjoying it, thoughtful planning helps protect what you’ve built. We focus on creating steady income streams, managing healthcare expenses, and aligning your investments, insurance, and estate plans to support the lifestyle you envision. The result is lasting financial confidence with the goal of offering peace of mind.
Corporate Professionals & C-Suite Executives
Your financial journey evolves throughout your career—from building a foundation early on to leading with strategy and eventually planning your legacy. We provide tailored guidance for each stage, helping you manage compensation, investments, and retirement strategies while balancing leadership, opportunity, and long-term financial goals.
Business Owners
Business success starts with strong financial planning. As busy professionals, we help you manage cash flow, optimize tax and investment strategies, design employee benefits, and plan for succession or exit. Whether you’re growing, valuing, or transitioning your business, our goal is to create clarity and confidence every step of the way.
Public Service Professionals
You dedicate your career to serving others—our mission is to help you secure your own financial future. We integrate retirement, investment, and tax planning with debt management, estate considerations, and philanthropic goals to align your financial plan with your life’s purpose.
Learn more about our personalized financial planning approach to help achieve your life's ambitions.
Let's Talk
In focus
Business Leaders and Executives
Matt DelPriore shares what keeps business leaders and executives up at night and how he and the Fortis Lux team help address those concerns.
“There's nothing more rewarding to me than hearing people's stories. It's an honor to hear what's important to you, then crafting a financial plan to help achieve your life's ambitions.”
Common concerns
What Keeps You Up at Night?
When we first sit down with savvy business leaders and executives, we hear a common theme. Whether at the height of their careers, approaching or already in retirement, people tend to worry about at least one of the following concerns:
- ACCUMULATION: Am I saving and investing enough to achieve a comfortable retirement?
- TAXES: Am I doing everything possible to minimize taxes?
- OUTLIVING MONEY: How can I create a reliable income stream throughout retirement to maintain my lifestyle?
- PURPOSE: What will I do in retirement? I want to retire TO something, not FROM something.
- LEGACY: Is my estate tax-advantaged to take care of the people and causes I love?
- UNKNOWN VARIABLES: How can I minimize the impact of rising healthcare costs, inflation, market volatility, changes to social security and pension decisions?
We can help you:
- Integrate all aspects of financial planning for you and your family with a clear financial strategy.
- Protect your financial position by mitigating risk associated with variables out of your control.
- Implement tax-advantaged strategies to maximize wealth accumulation and transfer.
- Create an income distribution strategy to last throughout retirement.
- Develop a multi-generational wealth preservation strategy for your family and estate.
We Specialize In
- Maximizing social security and pension options
- Retirement income and distribution planning
- Tax planning
- Asset allocation/location
- Protection planning (long-term care and life insurance)
- Estate and legacy planning
How we help
Financial Solutions
Whether you're a self-made entrepreneur or a corporate executive, an affluent family or a rising-star professional, we understand your unique needs.
Our specialty is guiding financial and retirement planning for our clients and the families they love, the businesses they own, the key leaders they rely on, and the people they employ. Our job is to help you make the best financial decisions. For today and tomorrow. Balanced with heart and mind.
Learn more about our personalized financial planning approach to help achieve your life's ambitions.
Working together
Topics Discussed:
Financial Position
- Emergency reserve
- Cash flow management
- Debt management
- Net worth statement
- Lines of credit
- Major purchase goals
Protection Planning
- Insurance audit
- Life insurance
- Disability insurance
- Long-term care insurance
- Property & casualty insurance
- Umbrella liability
- Medical/Health insurance
- Deductibles review
- Beneficiary designations
- Special needs situations
- Inforce management/review
Investment Planning
- Goals-based approach
- Education planning
- Asset allocation
- Options/restricted stock/non-qualified deferred compensation
- Ongoing investment fees
- Risk tolerance
- Tax implications/strategies
- Timeframes
- Diversification strategies
- Dollar-cost averaging
- Market timing issues
Tax Planning*
- Tax reduction
- Tax deferral
- Tax avoidance
- Withholding review
- Tax diversification
- Qualified investments
- Non-qualified investments
- Effects of liquidation
- Filing status
- Business ownership
- Non-traditional ownership
- Asset location
Retirement Planning
- Savings strategies
- Required minimum distributions
- Qualified plan management
- Medicare/Medigap
- Social Security
- Roth conversions
- Retirement income strategy
- Healthcare
- Sequence of returns risk
- Longevity risk
Estate Planning**
- Wills & Trusts
- Living documents
- Beneficiary designations
- Wealth transfer strategies
- Charitable planning
- Estate equalization
- Asset ownership
- Income in Respect of a Decedent (IRD)
- Succession planning
- Special needs dependents
- Minor children
- Generation skipping
- Estate liquidity
Business Planning
- Corporate structure
- Retirement plans
- S.W.O.T. analysis
- Tax leverage/planning
- Succession planning
- Business valuation***
- Cash management
- Employee retention programs
*Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.
**Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.
***Fortis Lux Financial does not provide qualified business valuations. For a qualified or certified business valuation, consult a properly credentialed appraiser.
Contact
Contact Us
Main Office
420 Lexington Ave, 25th Floor, Suite 2510
New York, NY 10170
(212) 578-0300
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Supervisory Office: 420 Lexington Ave, 25th Floor, Suite 2510, New York, NY 10170.
(212) 578-0300. CRN202611-4974143
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