Finance

Fortis Lux Financial

Fortis Lux Finanical is a boutique financial services firm built on a simple belief: people often make better decisions when they can clearly see the path ahead. Every client works with a dedicated team who brings perspective, experience, and long-term guidance to each stage of life.

MEMBER INFO

Charles Dweck

Director of Retirement Plan Services
Fortis Lux Financial

Charles Dweck is recognized for his specialty focus on the needs of business owners. As the head of the firm’s Strategic Business Owner Planning Initiative, Charles advises business owners, and other advisors, on creative strategies aimed to achieve personal and business financial goals.

Charles holds the position of Director of Retirement Plan Services at Fortis Lux. While many companies have a 401(k), Charles realizes that a properly designed qualified plan can be the cornerstone of any retirement planning for a business owner. The design, selection and execution of the plans he recommends focus on 3 key elements: Dynamic experience for the participants with proper financial wellness planning, maximum benefit for the owner, and fiduciary coverage to ensure proper compliance.

Address
420 Lexington Avenue, New York, NY, USA
Phone
(212) 578-4436
Email
cdweck@fortislux.com
Website
https://www.fortislux.com/