Financial Services Team

The Financial Services Team at Fortis Lux Financial provides bespoke financial planning and advisory services to clients in NJ, NY, and CT. This team of dedicated professionals collaborates to develop personalized strategies, encompassing investment management, insurance solutions, and comprehensive financial planning, to help clients achieve their financial goals. Through a holistic and creative approach, they offer individualized experiences within a family-office atmosphere, addressing financial challenges and unlocking new opportunities.