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Fortis Capital Management LLC

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About
We primarily work with tech professionals to develop strategies to grow and protect their wealth. We take a goals-based approach to financial planning to ensure that every aspect of the plan is built to help you accomplish your specific goals. We have a unique billing model that allows us to bill a lower percentage than is typical based on total net worth rather than assets under management. This removes many conflicts of interest that advisors in this industry tend to have. We love to empower clients to make better decisions with their two key resources of time and money. Please reach out to us today to learn more about how we can help you accomplish your goals. Thank you.
Overview

Hired 2 times

Background checked

6 employees

12 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

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Services offered

Entity type

Individual or sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

Annual income

Less than $100K

$100K - $500K

$500K - $1M

$1M - $5M

Reviews

Customers rated this pro highly for professionalism, and responsiveness.

5.0

1 review

5

100%

4

0%

3

0%

2

0%

1

0%


pro avatar
Erik C.

Sep 3, 2017

Hired on Thumbtack

Our tax advisor, Kaitlin Krozel, was excellent. Ensuring she had all the details regarding our mortgage, many W-2s, the AirBnB we run, and even assisted in some international tax guidance for a term based life insurance policy I had lying around in Canada. Highly recommended!
Individual Tax Preparation
Credentials
Background Check

Mike Boroughs

FAQs

  • What is your typical process for working with a new customer?

    We send you a tax organizer file that allows us to collect all of the required information from you. Then we will finalize our price with you and move forward on preparing your return.

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