Moyzes, Edward Agt

Our Vision

Fortify Capital partners with clients to co-create a roadmap for financial freedom, identifying the simplicity amidst the complexity and providing expert guidance for a lifetime of wealth and security. We prioritize your values and vision to bring purpose and intentionality to the financial planning process.

Our Values

• Integrity: We conduct ourselves with transparency and honesty in all our interactions.
• Client-Centricity: We prioritize your needs and goals in every decision we make.
• Expertise: We leverage our knowledge and experience to provide tailored solutions for your unique situation.
• Innovation: We embrace new ideas and technologies to enhance your financial journey.
• Collaboration: We work alongside you and other professionals to achieve your financial goals.

Our Approach

Our collaborative process begins with a thorough understanding of your financial situation, goals, and aspirations. We work alongside you to:

• Define and prioritize your financial goals
• Develop a comprehensive financial plan covering investments, retirement planning, estate succession, and more
• Monitor and adjust your plan over time to ensure it remains aligned with your evolving needs and circumstances
• Provide ongoing guidance and support to empower you to make informed financial decisions

Our Expertise

• Investment Strategy: Public and private market investment analysis and recommendations
• Retirement Planning: Maximizing retirement accounts and creating sustainable income plans
• Estate Succession: Developing robust estate plans to safeguard your legacy
• Tax Optimization: Leverage tax-advantaged strategies to minimize taxes
• Insurance Planning: Securing your financial future from unforeseen events

Our Team

Our team of experienced professionals holds prestigious designations and boasts extensive knowledge in wealth management. We are committed to delivering personalized, customized guidance and fostering strong client relationships.

Working with Fortify Capital, you can

• Gain clear and concise financial guidance from trusted experts.
• Receive comprehensive and personalized financial plans tailored to your unique needs.
• Access sophisticated tools and resources to track and manage your finances.
• Experience unparalleled client service and support throughout your journey.