Wealth Management
Globus Capital Advisors offers customized Wealth Management service that are tailored to your unique financial situation, using the latest top-of-the-line tools and techniques. We prioritize your long-term financial goals and help you explore all available options, so you can achieve a balanced and secure financial future.
Our Solutions
Our services encompass a broad range of financial planning and investment management solutions to help clients achieve their financial goals. These services are tailored to meet the specific needs of each client and can include, but are not limited to:
Investment Advisory
We offer investment advisory services to provide you with guidance and recommendations on managing your investments.
Retirement Planning
We offer personalized advice on finances, lifestyle issues, and investment strategies, ensuring a comprehensive and strategic retirement plan.
Insurance Planning
We provide tailored guidance on financial planning, lifestyle considerations, and investment tactics to develop a comprehensive and strategic insurance plan.
Estate Planning
We ensure a financial safety net for your loved ones in unexpected events, letting you focus on enjoying your wealth and leaving a protected legacy.
Cash Flow Management
With this plan, you enjoy a higher cash flow by reducing costs and fees through our services.
Risk Management
Protect yourself and your loved ones from any potential risks that could undermine your financial control and liquidity.
Investment Advice is offered through Fortis Capital Advisors, LLC, 500 Damonte Ranch, Parkway Building 700, Unit 700, Reno, NV 89521. Fortis Capital Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission (SEC). Additional information about Fortis Capital Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or services Fortis Capital Advisors, LLC offers, or that its personnel possess a particular level of skill, expertise, or training. Fortis Capital Advisors, LLC mainly provides investment advice to individual investors and businesses.
While reasonable efforts were used to obtain information from sources believed to be reliable, Fortis Capital Advisors, LLC makes no representation that the information or opinions contained in this website are accurate, reliable, or complete. All information and opinions contained in this website are subject to change without notice.
All investments carry a degree of risk, and there can be no assurance that the future performance of any specific investment or investment strategy proposed or implemented by a representative of Fortis Capital Advisors, LLC will be profitable or achieve proposed investment objectives. Past performance should not be considered indicative of future results.
This website is limited to the dissemination of general information pertaining to advisory services. Nothing available on this website constitutes specific investment advice, tax or accounting advice, legal, insurance or regulatory advice, or an offer to sell or a solicitation of an offer to buy any security.
This website contains external links to third party content (which is content hosted on websites not affiliated with Fortis Capital Advisors, LLC). Fortis Capital Advisors, LLC does not endorse or accept responsibility for the content, or the use of any third party website. All such information and access is provided solely for convenience purposes only.
Investment
Advisory
We offer investment advisory services to provide you with guidance and recommendations on managing your investments.
Retirement
Planning
We offer personalized advice on finances, lifestyle issues, and investment strategies, ensuring a comprehensive and strategic retirement plan.
Insurance
Planning
We provide tailored guidance on financial planning, lifestyle considerations, and investment tactics to develop a comprehensive and strategic insurance plan.
Estate
Planning
We ensure a financial safety net for your loved ones in unexpected events, letting you focus on enjoying your wealth and leaving a protected legacy.
Cash Flow
Management
With this plan, you enjoy a higher cash flow by reducing costs and fees through our services.
Risk
Management
Protect yourself and your loved ones from any potential risks that could undermine your financial control and liquidity.
Six Areas of Financial Planning
Financial Position
- Cash reserve levels
- Cash reserve strategies
- Debt management
- Cash flow management
- Net worth
- Discretionary Income
- Expected large inflow/outflow
- Lines of credit
Protection Planning
- Disability options
- Long-term care - timing/premium/coverage
- Umbrella liability
- Life insurance
- Medical/Health
- Property & casualty
- Deductibles vs cash reserves
- Policy status
- Policy loans
- Beneficiary designations
- Special needs situations
- Alternate/ add'l coverage strategies
Investment Planning
- Asset allocation
- Education planning
- Lump-sum accumulation
- Options/restricted stock/non-qualified deferred compensation
- Ongoing investment fees
- Risk tolerance
- Tax implications
- Cost basis
- Time frames
- Diversification strategies
- Dollar-cost averaging
- Market timing issues
Tax Planning
- Tax reduction
- Tax deferral
- Tax avoidance
- Future taxes due
- Withholding
- Withholding
- Tax diversification
- Qualified investments
- Non-qualified investments
- Effects of liquidation
- Filing status
- Business ownership
- Non-traditional ownership
Retirement Planning
- Minimum distributions
- Pre-59 ½ strategies
- 401(k)s
- IRAs
- Medicare / Medigap
- Social Security
- Roth conversions
- Income streams transition
- Health care
- Tax transitions
- Risk tolerance transition
- Timing issues
Estate Planning
- Capital transfer
- Asset ownership
- Trusts & Wills
- Trust funding
- IRD
- Succession planning
- Special needs dependents
- Minor children
- Generation-skipping
- Short-term life expectancies
- Estate liquidity
Our Commitment
Focusing on Your Needs and Achieving Your Goals
Globus Capital Advisor helps you achieve a sense of calm and confidence when it comes to your financial situation, both in the present and for the long term. By utilizing our expertise and experience in the field, we strive to provide a personalized approach to wealth management that caters to your unique needs and goals, allowing you to have peace of mind knowing that your finances are being taken care of.