Fortage Capital Advisors

Bespoke Investment Management and Financial Counsel | Bloomfield Hills, MI

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Disclosures

Fortage Capital Advisors (“Fortage”) is a trade name of Elevation Point Wealth Partners, LLC, an SEC-registered investment adviser. Fortage is not separately registered with the SEC. Investment advisory services are offered exclusively through Elevation Point Wealth Partners, LLC. SEC registration does not imply a certain level of skill or training. For more information, please refer to Elevation Point’s Form ADV, available at https://elevationpoint.com/adv/.

Investing involves risk, including the potential loss of principal. There is no guarantee that any investment strategy will be successful, and past performance is not a reliable indicator of future results. Before investing, individuals should carefully consider their investment objectives, risk tolerance, costs, and expenses. The content provided on this site is for informational purposes only and should not be interpreted as investment, legal, or tax advice. You should consult your own legal or tax advisor regarding your specific situation.

If this site includes links to third-party websites or content, those sources are not affiliated with Elevation Point. These links are provided for informational purposes only. Elevation Point does not endorse or guarantee the accuracy or completeness of any third-party information.

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Andrew H. Moss, CIMA<sup>®</sup>

Andrew H. Moss, CIMA®

Founder, Managing Partner

Andrew H. Moss is the Founder and Managing Partner of Fortage Capital Advisors, a firm dedicated to offering clients personalized, unbiased advice, along with the partnerships and resources that ensure the security and convenience of a family office.

With more than 30 years of experience in wealth management, Andrew has guided clients through a range of environmental and market shifts, including fluctuating interest rates, times of significant volatility, and periods of growth and stability. During this time, Andrew has created tailored financial solutions to meet the diverse needs and goals of individuals. Due to his expertise and extensive professional background, Andrew has been featured in numerous publications and media outlets.

Andrew holds a Bachelor of Science in Finance from The Kelly School of Business at Indiana University, and holds his Certified Investment Management Analyst (CIMA®) certification from the Investments & Wealth Institute™.

Outside of work, Andrew serves as a Director of the Western Golf Association supporting the Evans Scholars Caddy Scholarship Fund. He enjoys spending quality time with his wife, Mara, and their children, Nathan and Samantha. The family enjoys visiting ski resorts during the summer. Andrew and his son are well on their way to seeing all NFL stadiums and enjoy traveling to watch the Detroit Lions play on the road.

Matthew A. Harbarcuk

Matthew A. Harbarcuk

Director

Matthew is a Director at Fortage Capital Advisors, playing a key role in the wealth management team by overseeing analytics, research, and trading, while also serving as a Financial Advisor for numerous client households.

Matthew has worked alongside Andrew Moss since 2013 at both Transcend Capital Advisors and Merrill Lynch Private Client Group.

Matthew started his career in the financial services industry in 2007, following four years of service in the US. Air Force, which included deployments to both Iraq and Qatar.  Matthew holds a Bachelor of Business Administration and an MBA from Eastern Michigan University.

Away from the office, Matthew is the proud father of two children, Easton and Amelia.  He loves backpacking, hiking, and ice hockey, as well as exploring Northern Michigan’s Sleeping Bear Dunes National Lakeshore and Pictured Rocks parks.

Carrie Angott

Carrie Angott

Senior Client Service Associate

Carrie Angott is a Senior Client Service Associate at Fortage Capital Advisors, where she plays a role in delivering the team’s white glove service approach, through attentive and responsive communication.  An integral member of the team, Carrie brings more than 20 years of industry experience and is highly regarded for her expertise and cheerful demeanor.

Carrie has worked alongside Andrew Moss since 2014 at both Transcend Capital Advisors and Merrill Lynch Private Client Group.

Carrie is a dedicated family member and active community supporter. A proud parent, she enjoys volunteering at her daughter’s school whenever possible and has become the amateur photographer of her daughter’s school volleyball team, capturing special moments during the games.

Outside of family life, Carrie is a strong supporter of Children With Hair Loss, having grown and donated hair multiple times to the charity. She also lends support to the Lion’s Club.  A proud supporter of West Point, Carrie is a big fan of the Army, despite not attending the academy personally—her father did.

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