Fortis Management Group LLC Employee Directory
Financial ServicesMassachusetts, United States51-200 Employees
Fortis Management Group is a financial services firm that provides ongoing, strategic analysis of the overall financial picture for extremely wealthy families on a fee-only basis. It positions itself as a team of expert-generalists offering a broad range of family office services, while explicitly not providing investment advice to preserve impartiality. Clients rely on a transparent, holistic view of their finances and on guidance through complex scenarios, anchored in a duty to act in their best interests. Based in Waltham, Massachusetts, the firm operates within the financial services industry. Its primary clients are ultra-wealthy families seeking comprehensive oversight and coordinated strategies across their financial affairs. A recent development is its integration with Emigrant Bank, with leadership changes as Jay Goldfarb assumes a managing director role to help align Fortis's operations with Emigrant's broader offerings.
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