EST. 2005

About Fortis Management Group

Fortis Management Group provides fee-only family office services focused on helping ultra-high net worth families make informed, strategic financial decisions. In our view, helping clients achieve their personal and financial goals is not just a professional responsibility—it is a privilege. We know that being invited into a family’s inner circle requires more than proven financial expertise. It demands unbiased perspective, constant communication, and a deep trust that must be earned from one generation to the next.

We are a team of resourceful expert generalists—skilled at providing analysis across the entire spectrum of a family’s finances. We work in harmony with our clients and their advisors to enable integrated and thorough decision-making. In addition to technical acumen, each member of our team brings the highest level of integrity, customer service and transparency to every task and responsibility. Part co-pilot, part steward, part coach, and always an ally, we are fully vested in helping our clients navigate complex scenarios, embrace opportunities, and sleep better at night.

Our Philosophy

We believe that sound decisions start with thoughtful questions and accurate information. We also believe that, at the end of the day, our clients should be the ones to choose what is best for them. We help our clients realize their unique definition of success by aligning our priorities around theirs and never letting ulterior motives get in the way. It’s why we take “investment advice” out of the equation, allowing us to always view our clients’ challenges and opportunities through an unbiased lens and act as a true custodian of their best interests.

—The Fortis Team

Remain unbiased and independent
Align our priorities with those of our clients
Be proactive rather than reactive
Provide complete transparency
Simplify the complex
Guide rather than dictate
Look at the whole picture
Take a team approach

Meet our Team

Nicole Bailey

Lead Client Advisor

Matthew Clark

Wealth Planning Associate

Kathleen Durkin

Client Advisor

Christopher Farrell

Client Advisor

Jay Goldfarb

Founder / Managing Director

Melissa Guidry

Wealth Planning Associate

David Kusmin

Financial Reporting Specialist

Anna Martineau

Client Administrator

Monica Timperio

Office Manager

Kathleen Trachy

Lead Client Advisor

Andrew Walmsley

Operations Associate

Robert Wang

Wealth Planning Associate

Kara Zabatta

Wealth Planning Associate