Expansion of Personalized Wealth Management Services
The landscape of wealth management is evolving, and two prominent players have taken a significant step in this dynamic realm.
Risemint, an independent wealth management firm founded by
Bryce Johnson, recently announced a strategic partnership with
Fortis Capital Advisors. This collaboration aims to elevate the level of personalized wealth management services offered to families and businesses across the board, marking a pivotal moment in the firms' journeys.
The Genesis of a Strategic Partnership
Founded in 2019, Risemint has experienced remarkable growth, accumulating over
$120 million in assets under management prior to this merger. The partnership with Fortis Capital Advisors is seen as a natural evolution for Risemint. "Among the many characteristics that made this partnership ideal is our shared commitment to continuously investing in and improving our service offerings," stated Bryce Johnson, emphasizing the importance of adaptability in maintaining client satisfaction.
Aligning Visions and Goals
Both firms hold a strong focus on enhancing service quality and operational standards in wealth management. Johnson noted, "We will never rest on past successes—our clients deserve a partner who evolves and improves year after year." Similarly, Rob Hagg, Fortis Capital’s Chief Sales and Growth Officer, expressed enthusiasm about welcoming Risemint into the Fortis family. His comments underscore the firms' aligned missions focused on client outcomes. The integration will harness the strengths of Fortis’s established team to provide robust resources and innovative wealth management solutions.
Expertise at the Helm
Bryce Johnson's remarkable expertise in portfolio management sets a strong foundation for this partnership. With an
MBA in Finance from the University of Denver's Daniels College of Business and a decade-long career as a lead portfolio manager, Johnson’s experience is expected to enhance Risemint's service offerings significantly. His approach has successfully nurtured a loyal client base, something both companies aim to expand upon in this new chapter.
Through the partnership, Fortis will provide comprehensive back-office administrative support, allowing Johnson to concentrate on his dual role as portfolio manager and primary client relationship manager. This change comes after receiving overwhelming positive feedback from clients about his client relationship management skills. He mentioned, "Our success is directly tied to the success of our clients. With Fortis as a partner, I'm confident we are entering our most promising chapter yet."
A Commitment to Client-Centric Services
Risemint’s foundation rests on its dedication to help individuals, families, and businesses reach their financial goals through personalized strategies tailored to unique needs. This client-first approach has been instrumental in building trustworthy, lasting relationships. Fortis Capital Advisors, boasting a wealth of over
100 years of combined experience, is positioned to bolster these client-centric services with an expanded and comprehensive platform, equipping financial advisors with necessary tools and resources.
In conclusion, the partnership between Risemint and Fortis Capital Advisors promises a brighter future for personalized wealth management. As both firms combine their strengths, they aim to set new standards in client service and financial stewardship, ensuring their clients’ financial aspirations are not only met but exceeded. With their shared commitment to innovation and excellence, clients can expect an enriching experience as they navigate their financial journeys together.
About Risemint: Based in Evergreen, Colorado, Risemint is committed to guiding clients toward their financial aspirations through bespoke investment strategies and hands-on guidance centered around their individual needs.
About Fortis Capital Advisors: Fortis Capital Advisors focuses on empowering financial advisors with a comprehensive platform that encompasses customized asset management solutions tailored to client goals.
Investment advice is offered through Fortis Capital Advisors, LLC, located at 7301 Mission Road, Suite 326, Prairie Village, Kansas 66208.