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PRACTICE AREAS

OUR SERVICES

WEALTH MANAGEMENT

Institutional-Grade Family Office Services, Designed For Your Scale

Consolidate your investments, legal and tax administration under one roof 

401(K) ADMINISTRATION

Coretactic FiduciaryShift manages employers' 401(k) plans from investments to administrative tasks required by ERISA so businesses can continue focusing on what they do best

TRAINING SEMINARS

Customized  seminars cover what to do with employable money, tax strategy, charitable giving and investment growth and preservation for the creators and inheritors of wealth

OUR VISION

About 

Coretactic Strategies, founded in 2017, has quickly established itself in the financial sector, growing from zero to $125 million under management in just five years. In 2025 we shifted focus from general planning for hundreds of households to specializing in managing high net worth families with unique legal and tax needs. Additionally, Coretactic manages benefits plans for employers nationwide and has merged with Fortis Capital Advisors, which has brought robust enhancements to our service offering. Our commitment to providing tailored solutions ensures that our clients receive bespoke financial guidance throughout every step of their journeys.

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ATTORNEYS

TEAM

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Bryce Johnson

Principal

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Karol Krucinski, CFA

Director, Portfolio Management

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David Cleary, CFA

Chief Investment Officer

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Max Margulis

Director, Financial Planning

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Patrick Mullen, CFA

Director, Portfolio Management

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Belena Vincetti, CFP

Chief Compliance Officer

CONTACT

GET IN TOUCH

32186 Castle Ct 
3rd Floor
Evergreen, CO 80439

Coretactic.com

720-619-1991

Have questions or need assistance? Feel free to reach out by completing the form below.

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Fortis Capital Advisors, LLC mainly provides investment advice to individual investors and businesses. While reasonable efforts were used to obtain information from sources believed to be reliable, Fortis Capital Advisors, LLC makes no representation that the information or opinions contained in this website are accurate, reliable, or complete. * "Marquis Who's Who award granted based on professional experience and affiliations, and payment was given in exchange for consideration.

All information and opinions contained in this website are subject to change without notice.

All investments carry a degree of risk, and there can be no assurance that the future performance of any specific investment or investment strategy proposed or implemented by a representative of Fortis Capital Advisors, LLC will be profitable or achieve proposed investment objectives. Past performance should not be considered indicative of future results. This website is limited to the dissemination of general information pertaining to advisory services.

Nothing available on this website constitutes specific investment advice, tax or accounting advice, legal, insurance, or regulatory advice, or an offer to sell or a solicitation of an offer to buy any security. This website contains external links to third party content (which is content hosted on websites not affiliated with Fortis Capital Advisors, LLC). Fortis Capital Advisors, LLC does not endorse or accept responsibility for the content, or the use of any third party website. All such information and access is provided solely for convenience purposes only. Insurance products may be offered through Fortis  Brokerage Services, Inc.

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