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Fortis Group Advisors

345 Kinderkamack Road, Suite B
Westwood, NJ 07675

Phone:

(201) 383-0630

Fax:

(201) 383-0633

E-mail:

info@fortisgroupadvisors.com

Calculators

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Contact Us

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At Fortis Group Advisors, empowering and inspiring our clients to build a bridge from their financial planning goals to life's dreams is our goal. Our firm specializes in wealth management, wealth accumulation, and wealth preservation as components of a comprehensive and integrated financial planning process. We approach financial planning as the process of preparing for the evolution of life's events. Our firm's philosophy is rooted in a commitment to create lasting and multi-generational relationships with our clients as the trusted advisor with uncompromising integrity and unwavering dedication.

Newsletters

Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

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HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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HOT TOPIC: Dreaming of Retirement? Consider Maxing Out Your 401(k) in 2025

Details 401(k) contribution and catch-up limits for maximizing savings.

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Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Lease Payment

How much would your monthly lease payment be?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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