Fortis Partners with Risemint to Enhance Wealth Management Services and Client Support
- Fortis Capital Advisors partners with Risemint to enhance wealth management services for families and businesses.
- The collaboration allows Fortis to provide improved support, enabling Risemint's leadership to focus on client relationships.
- This partnership aims to create personalized investment strategies, strengthening client satisfaction and expanding Fortis's capabilities.
Fortis Capital Advisors and Risemint Forge Strategic Partnership to Enhance Wealth Management Services
Fortis Capital Advisors announces a significant strategic partnership with Risemint, an independent wealth management firm founded by Bryce Johnson in 2019. This collaboration is set to bolster the wealth management services available to both families and businesses. Under Johnson's leadership, Risemint has demonstrated remarkable growth, accumulating over $120 million in assets under management prior to this merger. As both firms align their missions and resources, they aim to elevate the client experience by leveraging Fortis Capital Advisors' specialized team of wealth management experts.
The partnership allows Fortis Capital Advisors to provide enhanced back-office support to Risemint, enabling Johnson to concentrate on his dual roles as portfolio manager and primary client relationship manager. Johnson's meticulous investment strategies have earned him a loyal client base, and he emphasizes that the partnership will lead to their most promising chapter yet. He states, "Our success is directly tied to the success of our clients," underlining the commitment both firms share towards improving client outcomes. This alignment not only strengthens client relationships but also positions Fortis Capital Advisors to deliver greater value by integrating innovative practices and comprehensive resources into their service offerings.
Rob Hagg, Chief Sales & Growth Officer at Fortis Capital, expresses enthusiasm for welcoming Johnson and the Risemint team into the Fortis family. Hagg highlights the synergy between the two firms as crucial for delivering high-quality financial solutions. As both companies work together, they are poised to set new standards in wealth management by creating personalized investment strategies that resonate with the unique financial goals of their clients. This partnership reflects a growing trend in the industry towards collaboration, aiming to enhance service offerings and client satisfaction.
In addition to the partnership, Fortis Capital Advisors continues to focus on equipping their financial advisors with the necessary tools to grow their practices effectively. The integration of Risemint's services will not only expand their client base but also enhance the overall capabilities of their advisors. With the commitment to uphold high standards of client service, Fortis Capital Advisors and Risemint are prepared to navigate the evolving landscape of wealth management together.
As the wealth management sector experiences increasing demand for personalized services, this partnership positions Fortis and Risemint to meet these challenges head-on. The collaboration promises to create a more robust support system for clients, ultimately aiming to facilitate their financial success.
