Fortage Capital Advisors

Bespoke Investment Management and Financial Counsel | Bloomfield Hills, MI

News & Insights

Elevation Point Stakes Michigan RIA

Elevation Point Stakes Michigan RIA

April 22, 2025

The minority investment in Fortage Capital kicks off what Elevation Point CEO Jim Dickson said should be an active remainder of the year with breakaway wirehouse teams and larger RIAs.

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Elevation Point Announces Strategic Investment in Fortage Capital Advisors, Recently Launched by Industry Veteran

Elevation Point Announces Strategic Investment in Fortage Capital Advisors, Recently Launched by Industry Veteran

Elevation Point, a growth accelerator and minority stake partner for independent advisors and breakaway firms, announced today that it has made a strategic investment in Fortage Capital Advisors, a newly established wealth management firm based in Bloomfield Hills, Michigan. The firm will specialize in providing investment management and financial advice tailored to each client’s individual needs.

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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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You are now leaving the Fortage Capital Advisors website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with Fortage Capital Advisors or any advisor(s) whose name(s) appears on this Website. Fortage Capital Advisors is independently owned and operated. Schwab neither endorses nor recommends Fortage Capital Advisors. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Fortage Capital Advisors under which Schwab provides Fortage Capital Advisors with services related to your account. Schwab does not review Fortage Capital Advisors' website, and makes no representation regarding the content of the website. The information contained in Fortage Capital Advisors' website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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