Wealth management that feels simple.
Fortis Wealth Management is a holistic wealth management firm in American Fork, Utah, that makes investing and financial planning simple and easy. No gimmicks, no pressure. We work together.
Who We Are
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Fortis Wealth Management, LLC is a Registered Investment Advisory, owned and operated by Johnny Thomas. Johnny has been in the financial world for over 20 years, and has been securities licensed (series 65) since 2013.
Johnny grew up in Pleasant Grove, Utah and has been blessed to still live there now. He has a beautiful wife Meg, and seven amazing kids. They are a very active family, and you’ll always catch them working out at their family gym (Big Goat Fitness), hiking, doing triathlons, swimming, exploring, finding rope swings and hot springs, or just whatever feels fun!
What We Do
A financial plan is a roadmap, not a binder that sits on a shelf. We help you organize what you have, clarify what matters to you, and map out the steps to get there. That can include setting savings targets, putting together a net worth statement, a general look at your life insurance needs, and mapping out your retirement savings.
Financial Planning
We build and manage investment portfolios designed around your goals, timeline, and comfort with risk. We explain what you own and why, keep costs in mind, and review your accounts regularly so your investments stay aligned with your plan as life changes. All investing involves risk, and we’ll talk openly about it.
Investment Management
Saving for retirement is one challenge. Turning those savings into a steady paycheck is another. We help you think through when to retire, how and when to claim Social Security, which accounts to draw from first, how taxes may affect withdrawals, and how to plan for healthcare and longevity, so you can approach retirement with a clear plan.
Retirement Income Planning
For our portfolio management clients, financial planning is included at no additional fee.
Fortis Wealth Management does not sell insurance, annuities, or mortgages. If your plan points to one of those needs, Johnny offers life insurance and annuities separately as an independent licensed insurance agent, and mortgages separately through Total Financial Health, LLC. He's paid separately for those, which is a conflict of interest. You're never obligated to use him, and you're always free to work with any agent or lender you choose.
Who We Help
We work with individuals and families across Utah County and beyond who want a thoughtful partner and a plan they actually understand.
Families
Juggling a mortgage, kids’ activities, college savings, and your own future is a lot. We help busy families set priorities, build good habits, and make progress on the goals that matter most.
Business Owners
When your business is a big part of your net worth, your personal and business finances are tied together. We help with topics like retirement plan options for owners, managing irregular income, and planning for what comes next for you and your business.
Pre-Retirees
The 5 to 10 years before retirement are full of important decisions. We help you prepare for the transition, from savings targets and Social Security timing to building a retirement income strategy.
Anyone Who Wants It Simple
If financial jargon makes your eyes glaze over, you’re in the right place. We explain things in plain language and never ask you to make a decision you don’t understand.
How It Works
Working with us is straightforward. Here's what to expect.
Step 1: Intro Conversation
We start with a relaxed, no-obligation conversation, in person at our American Fork office, by phone, or by video. We'll get to know you, learn what's on your mind, and answer your questions. If it looks like a good fit, we'll talk about next steps. If not, no hard feelings.
Step 2: Your Plan
We gather the details of your financial life and work with you to build a plan around your goals. We'll walk through our recommendations together, in plain language, and make adjustments until it fits you.
Step 3: Ongoing Partnership
Life changes, and your plan should too. We put your plan into action, monitor your investments, and meet regularly to review progress and adjust as needed. When something comes up between meetings, you can call or email. You'll talk with Johnny, not a call center.
Fees: We charge a fee based on a percentage of the assets we manage for you, not commissions on trades. Financial planning is included for portfolio management clients at no additional fee. Your exact fee is outlined in your advisory agreement and in our Form ADV Part 2A.