A full suite of services for financial Professionals to better serve their clients

Your Growth Starts Here

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SUPPORTING FINANCIAL professionals

Realize Your True Potential

We believe today's challenges require more sophisticated and comprehensive solutions than ever before. Financial professionals need effective collaboration, robust research, and comprehensive planning tools to address the complexities of today's financial landscape. Growing your business while fully leveraging a trusted and established team is essential for managing client relationships.
Why we're different

In-house
Asset Management

Model-driven investment solutions, designed to provide optimal results for our clients.

In-house
Financial Planning

A dedicated team offers full data entry, with creative strategies you can turn into plan recommendations.

Case
Design

Uncover massive sales opportunities and illustrate advanced concepts in a simplified manner.

Economic
Package

A competitive benefits program including transition compensation, recruiting bonuses and retirement funding.

Coaching & Development

Resources to build skills and knowledge lead to providing the best possible expertise to your clients.

Strategic Growth Vision

Grow business through your established CPA alliance network and active practice acquisition strategy.

Marketing & Branding

Build a powerful personal brand with a strategic marketing bundle that reflects your unique vision.

Technology

A holistic technology platform that accelerates your business' digital transformation.
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Achieve More

We encourage you to contact our team for more information and insight about the potential for increasing the value of your business.
Meet the leadership team
How it works
1

‘Uncondition’ your expectations

Be part of a team that has your back every step of the way, recognizes your success and pushes you to reach your full potential.
2

‘Unrestrict’ your impact.

We offer financial professionals the ability to grow their businesses without limits. Our bespoke solutions include leadership development, coaching, and acquisition opportunities. We will help you scale your business to new heights.
3

‘Unlimit’ your potential.

When you’re affiliated with us, your earnings potential is only as limited as your ambition.
mEET THE LEADERSHIP TEAM
About us

Felix Malitsky

Founding Partner, President

Sunita Bajaj, MA

Managing Director

John Salina

Managing Director

Emilio Rivera

Managing Director

Tony Wong, MBA

Managing Director

Jennifer Argüello

Director of Sales Operations, Teaming, & Talent Acquisition

Matthew Pollock

Vice President of Talent Strategy

Plato Dimakos

Executive Vice President
February 28, 2022

Fortis Lux Financial and Loyalty Brands Form a Strategic Alliance

This alliance will focus on collaboration to further enhance service offerings to our client base.
Read more
Popular posts
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Fortis Lux Launches New Financial Services Division Exclusively for Sports and Entertainment Professionals
Local Wealth Manager Receives National Recognition for Helping Clients Achieve Financial Goals
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Get unparalleled support for all aspects of your business.

Contact us
How it works
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