Fortis Capital Advisors is a comprehensive financial planning firm that offers wealth management solutions, protection, risk management, Estate planning advice, and solutions to address your present and future financial needs. The genesis of our name represents our main objectives. Through our knowledge and expertise, we seek to help you strengthen and protect your financial position, hence Fortis, a Latin root for “strong.” Strength in our platform allows advisors to thrive and position their clients for success now and in each stage of their lives.

McCarter Private Wealth Services LLC is a registered investment adviser formed in 1997. We offer both discretionary and non-discretionary portfolio management utilizing sub-adviser arrangements with registered investment advisers offering our clients the best fit for their financial needs. We recognize that each client we serve is unique, therefore we offer customized services for each client including portfolio management services, financial reporting, bill paying, funds and asset transfers, preparation of tax materials, escheated property and securities litigations claims. The Company provides continuous advice to each client regarding the investment options based on the individual needs of the client and the offerings of each sub-adviser.