Manolo Teijelo, Financial Planner, Investment Adviser Representative

Manolo Teijelo, Financial Planner, Investment Adviser Representative Fortis Lux Financial Summary:

I am part of a team that works with individuals and business owners to help them achieve their financial goals.

I have over thirty years of experience in the financial markets working with institutional equity clients at Morgan Stanley, Lehman Brothers, J.P. Morgan, FTN Equity Capital Markets, and ThinkEquity LLC., as well as experience working with individuals and business owners.

: What inspired you? Share your vision and your mission with your employees, and they’ll be motivated to help you achie...
01/06/2022

: What inspired you? Share your vision and your mission with your employees, and they’ll be motivated to help you achieve it.

The power of story could be integral to the future of climate change.
01/06/2022

The power of story could be integral to the future of climate change.

Stories may be the most overlooked climate solution of all.

Roth IRAs are just one way to increase your tax savings.
01/05/2022

Roth IRAs are just one way to increase your tax savings.

Tax Guy explains how to take advantage of tax-free income opportunities.

Fan of the cold or not, there are proven benefits to exercising in it.
01/04/2022

Fan of the cold or not, there are proven benefits to exercising in it.

It’s time to break out the merino base layers and the heat-exchange breathing masks

Happy New Years Eve!
12/31/2021

Happy New Years Eve!

12/30/2021
: Business plans don’t have to be complicated. A vision statement, SWOT analysis, sales forecast and core market story ...
12/30/2021

: Business plans don’t have to be complicated. A vision statement, SWOT analysis, sales forecast and core market story are all need you for a simple plan.

These innovative solutions brought a bright spot to 2021.
12/30/2021

These innovative solutions brought a bright spot to 2021.

Turns out, there was more good stuff in 2021 than we realized.

Learn more about how to manage an inheritance and how you can make those funds work for you.
12/29/2021

Learn more about how to manage an inheritance and how you can make those funds work for you.

When a loved one passes away, you may receive an inheritance. This money is a token of the person’s appreciation for you and often represents a lifetime of savings. When you’ve received a large sum of money, there is a … Continue reading → The post How to Invest Your Inheritance appeared fir...

Looking for a perfect go-to snack? Try a banana.
12/28/2021

Looking for a perfect go-to snack? Try a banana.

It boasts nutritional value and convenience.

: Look beyond ‘one-and-done’ volunteer opportunities. Instead, seek ongoing engagements that can provide a transformati...
12/23/2021

: Look beyond ‘one-and-done’ volunteer opportunities. Instead, seek ongoing engagements that can provide a transformative experience for everyone.

Ever wonder how the longest day of the year came to be?
12/23/2021

Ever wonder how the longest day of the year came to be?

Here’s what happens on the longest night of the year—in the solar system and across different cultures here on Earth.

Address

New York, NY

Opening Hours

Monday 9am - 5pm
6pm - 7pm
Tuesday 9am - 5pm
6pm - 7pm
Wednesday 9am - 5pm
6pm - 7pm
Thursday 9am - 5pm
6pm - 7pm
Friday 9am - 5pm
6pm - 7pm

Telephone

+12125786486

Website

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Our Story

We came together as an organization, and have been working as a team since 2010. In 2016 we decided to formalize our working relationship, to form a corporate entity, and to brand our unique offering using the name Fortis Lux.

Fortis Lux is a comprehensive financial planning firm that offers wealth management, protection, risk management, trust and estate planning advice and solutions to address your present and future financial needs.

The genesis of our name represents our two objectives. First, through our knowledge and expertise, we seek to help you strengthen and protect your financial position, hence Fortis, a Latin root for ‘strong.’

Second, we also know that, when you may face uncertainties, illness, or other challenges, those are the times when we are at our best. In darkness and confusion, our role is to shed light and show the way forward, hence Lux, the Latin root for ‘light.’