Business Details
Your Trusted Partner for Financial Planning Solutions
At Fortis Lux Financial, we serve as dedicated financial partners, offering personalized strategies to individuals, business owners, athletes, and entertainers. With over a decade of experience, our team specializes in building, protecting, and growing wealth through customized financial planning, wealth management, and retirement services. Our holistic approach integrates financial planning, insurance solutions, and tax-efficient strategies to align with clients' unique goals and values. We prioritize understanding each client's distinct circumstances, whether they are entrepreneurs, executives, or high-net-worth individuals, to deliver tailored solutions that adapt to evolving needs. Our commitment to transparency, expertise, and client-centric service ensures long-term financial success.We operate under a family-office atmosphere, combining creative problem-solving with industry-leading insights to open pathways for opportunities. Our advisors collaborate closely with clients to navigate complex financial landscapes, emphasizing precision and purpose in every strategy. By focusing on education and empowerment, we equip clients with the tools and knowledge to make informed decisions. Our services extend to business owners seeking employee benefit plans and individuals planning for retirement, ensuring comprehensive coverage across all financial domains. Through continuous monitoring and proactive adjustments, we strive to secure our clients' financial futures while maintaining the highest standards of professionalism and trust.
Services
Financial Planning
Wealth Management
Insurance Solutions
Retirement Services
Tailored Services
Highlights and features
- We offer over a decade of experience in personalized financial planning and wealth management.
- Our team provides holistic financial strategies tailored to your unique goals and values.
- We specialize in serving high-net-worth individuals, business owners, and professionals.
- Our client-centric approach combines creative problem-solving with industry-leading expertise.
- We prioritize transparency, education, and long-term financial security for every client.
Services
Financial Planning
Our financial planning services create personalized roadmaps to achieve short- and long-term goals. We analyze your current financial status, risk tolerance, and aspirations to develop actionable strategies. Clients receive ongoing guidance to adapt plans as life circumstances evolve.
Wealth Management
Wealth management focuses on optimizing investment portfolios and tax-efficient growth strategies. Our advisors craft customized solutions aligned with your financial objectives and risk preferences. Continuous performance monitoring ensures alignment with market dynamics and personal milestones.
Insurance Solutions
Insurance solutions safeguard against financial risks through tailored coverage plans. We assess your protection needs to recommend cost-effective policies for life, health, and asset security. Our approach balances affordability with comprehensive risk mitigation for individuals and families.
Retirement Services
Retirement services design sustainable income strategies for post-career life. We evaluate savings, pensions, and investment portfolios to create withdrawal plans that maintain lifestyle quality. Business owners receive specialized guidance on employee retirement benefits and tax advantages.
Tailored Services
Tailored services address unique financial scenarios for high-net-worth clients and professionals. We develop niche strategies for estate planning, tax optimization, and complex asset management. Our personalized approach ensures solutions match the specific needs of entrepreneurs, athletes, and entertainers.
People
Felix Malitsky
President / Founding Partner
Felix Malitsky leads Fortis Lux Financial with over 25 years of experience in wealth management. He specializes in creating innovative financial strategies for high-net-worth clients and business owners.
Thomas Picone
Chief Executive Officer
Thomas Picone oversees strategic operations with expertise in financial advisory services. He ensures the firm maintains rigorous compliance standards while delivering exceptional client experiences through continuous innovation.
Sunita Bajaj
Managing Director
Sunita Bajaj manages client relationships and financial planning initiatives. Her background in investment advisory services helps clients achieve long-term financial security through disciplined portfolio management and tax-efficient strategies.
Douglas Collins
Financial Planner
Douglas Collins provides comprehensive financial planning solutions with a focus on retirement strategies. He helps clients navigate complex financial decisions using data-driven analysis and personalized guidance.
Matthew DelPriore
Director of Financial Planning
Matthew DelPriore leads financial planning initiatives with expertise in estate and tax planning. He develops sophisticated strategies for high-net-worth individuals to preserve wealth across generations through meticulous planning.
Questions
What services does Fortis Lux Financial offer?
We provide financial planning, wealth management, insurance solutions, retirement services, and tailored strategies for individuals and businesses.
Who are Fortis Lux Financial's target clients?
We serve high-net-worth individuals, entrepreneurs, executives, athletes, entertainers, and pre-retirees seeking personalized financial solutions.
How does Fortis Lux Financial approach financial planning?
Our process includes discovery meetings, data analysis, strategy development, implementation, and ongoing monitoring to ensure adaptive, goal-aligned plans.
Are Fortis Lux Financial advisors qualified?
Our team includes certified financial planners, investment advisors, and specialists with extensive experience in wealth management and retirement planning.
Can business owners benefit from Fortis Lux Financial services?
Yes, we offer employee benefit plans and tailored strategies to help business owners attract talent and secure long-term financial stability.
