- Monday :8:00 AM - 6:00 PM
- Tuesday :8:00 AM - 6:00 PM
- Wednesday :8:00 AM - 6:00 PM
- Thursday :8:00 AM - 6:00 PM
- Friday :8:00 AM - 6:00 PM
- Saturday :Closed
- Sunday :Closed
Fortis Lux Financial
Regardless of our hopes, financial goals or current stage in life, we all need the flexibility to adjust to our surroundings and circumstances. That’s why to best serve our clients, we’ll help you protect your financial position as we develop strategies derived from a tailored, holistic approach composed within three key steps:
1. Understand your position and goals.
2. Implement a custom plan tailored to your needs.
3. Ongoing optimization through review and management.
Creative thinking is both an art and a science. When these two intersect we evolve old ideas into new ways of thinking and turn imagination into action.
It’s through this collaborative, open architecture we aim to create a holistic financial process with a dedicated team assigned to meet your needs through the personal touch of a family-office atmosphere.
In doing so, we pride ourselves on offering a personalized experience for each and every client we’re so honored to serve, with the intent to help solve problems, open doorways to opportunities, and offer ideas on how to use your resources to achieve your financial goals.
https://calendly.com/jenniferrosario
