NEW YORK, NY - Fortis Lux Financial proudly highlights the success of its innovative advisor teaming approach, led by Michael Luftman and Stephen Cohen. This collaborative method enhances client experiences by integrating comprehensive financial expertise within a structured teamwork model.
Since implementing their advisor teaming strategy in 2010, Luftman and Cohen have experienced remarkable growth, expanding their active advisor team to over 15 professionals. This rapid growth underscores the effectiveness and appeal of their collaborative approach, resulting in substantial business expansion.
Michael Luftman, Executive Vice President and Head of Wealth Management, emphasizes the firm’s distinctive multidisciplinary strategy. “Our approach unites financial advisors with experienced professionals in financial planning, asset management, estate planning, and risk management,” Luftman notes. “This allows us to comprehensively address every facet of our clients’ financial and family situations, offering truly holistic financial planning.”
Stephen Cohen, Executive Vice President and Head of Risk Management, highlights how teamwork resolves specific challenges in financial advising. “Through structured, ongoing peer reviews and continuous communication, we proactively identify and address potential gaps in our clients’ financial strategies,” Cohen states. “Our approach help ensure thoroughness and precision, providing our clients confidence that their financial well-being is fully accounted for.”
Since adopting their teaming approach in 2010, Luftman and Cohen have seen rapid growth, now actively managing over $1.5 billion in assets across a robust team of professionals. Their unique team structure enables advisors to develop deep expertise in their areas, ensuring clients receive highly specialized, experienced guidance.
Distinctively, Luftman highlights the firm’s community-oriented culture as a key differentiator, “Unlike typical industry models, where junior advisors mainly set appointments for senior advisors, our teams comprise professionals who complement each other’s strengths. This structure not only elevates client services but also actively encourages professional growth and innovation among our advisors.”
Felix Malitsky, Founding Partner and President of Fortis Lux Financial, further underscores the importance of community culture within the firm. “Our teaming strategy is not merely collaboration — it’s about building a vibrant community where advisors continually exchange best practices and insights,” Malitsky noted. “This environment enriches client outcomes and fosters professional growth and satisfaction across our organization.”
Fortis Lux Financial remains committed to leveraging strategic teamwork and fostering a community-oriented culture, setting a benchmark for excellence in the evolving landscape of financial advisory services.
Securities, investment advisory and financial planning services through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org 420 Lexington Avenue, 25th fl, Suite 2510, NY, NY 10170. (212) 578-0300. CRN202803-8313461
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