Fortis Financial

At Fortis Financial Group, we believe real wealth management should do more than manage investments. It should bring clarity to every financial decision, align every moving part of your life, and help you build lasting confidence about the future. Based in Bellevue, Washington, and serving clients across the Puget Sound region, Fortis is a comprehensive wealth management firm focused on helping high-net-worth individuals, business owners, and families pursue long-term financial success through an integrated, client-first approach. 

Our philosophy is simple: financial freedom requires more than a portfolio. It requires a coordinated strategy that reflects your goals, lifestyle ambitions, family priorities, tax situation, risk exposure, retirement timeline, and estate planning needs. That is why we have built our firm around a holistic wealth planning model that connects investments, tax planning, estate strategies, retirement planning, risk management, real estate considerations, and other key financial decisions into one seamless plan. Rather than offering fragmented advice, we focus on creating a total wealth solution designed around your full financial life. 

Fortis was founded in 2014 by Mike Boroughs and Paul Misleh, who met while studying at the University of San Diego and later built experience at Ernst & Young, private equity firms, and hedge funds. From the beginning, their vision was to create a more thoughtful, more personal, and more comprehensive wealth management experience than what many clients find in traditional advisory relationships. That vision helped Fortis grow from $22 million in assets under management in 2018 to more than $800 million, reflecting both the trust of our clients and the strength of our long-term, relationship-driven model. 

Today, we serve clients who want more than generic financial advice. Many of the individuals and families we work with face complex financial decisions involving concentrated stock positions, executive compensation, retirement readiness, tax efficiency, business transitions, and multi-generational wealth planning. Our team brings together experienced professionals, including advisors with CFP, CPA, CFA, and other advanced credentials, along with a trusted network of outside professionals such as CPAs, estate attorneys, and insurance specialists. This collaborative model helps reduce the “silo effect” that often leads to missed opportunities, inconsistent strategies, and unnecessary complexity. 

One of the defining strengths of Fortis is our emphasis on tax-aware financial planning. We understand that without a cohesive tax strategy, even strong investment performance can leave money on the table. Our approach is designed to align investments and income streams for greater tax efficiency while supporting broader financial goals. That may include coordinating with your CPA and attorney, evaluating charitable giving strategies, addressing concentrated equity positions, or building more tax-efficient withdrawal plans in retirement. The goal is not just to grow wealth, but to help clients keep more of what they earn and preserve more of what they build. 

Retirement planning is another cornerstone of our work. For many professionals and business owners, the challenge is not simply reaching retirement but knowing when they can step away with confidence. We help clients move beyond uncertainty by developing tailored retirement strategies that consider income needs, taxes, portfolio design, risk tolerance, and legacy goals. Our planning process is especially valuable for those seeking to “escape the golden handcuffs” and transition into the next chapter with greater flexibility and security. 

We also offer access to unique investments as part of a broader diversification strategy. For qualified clients, Fortis explores opportunities beyond traditional stocks and bonds, including alternative investments that may enhance growth potential and portfolio diversification. These strategies are always evaluated within the context of each client’s objectives, time horizon, and tolerance for risk, reinforcing our belief that wealth management should be personalized, not product-driven. 

Everything we do is anchored by our core promises: transparency, value, communication, operational excellence, and continuous education. As an SEC-registered investment adviser operating as Fortis Capital Management LLC, doing business as Fortis Financial Group, we are committed to acting in our clients’ best interests and delivering high-touch service built on trust, responsiveness, and long-term partnership. Our role is to help simplify complexity, align your financial world, and create a strategy that supports both your present life and your future legacy. 

For individuals, families, and business owners seeking a Bellevue wealth management firm or Seattle-area financial advisor with a comprehensive approach, Fortis offers more than investment management. We offer integrated wealth planning, fiduciary guidance, and a deeply personal commitment to helping you grow, protect, and enjoy your wealth with purpose.