Forteris Wealth Management

Forteris is a fee-only independent financial planning and wealth management firm. We work with individuals, families and institutions to create customized solutions that successfully address both short and long term financial objectives. Financial planning is a fluid process and requires ongoing attention as circumstances and/or your goals change. Our goal is to truly understand what each client is looking to achieve so that we can develop a customized approach to meet those needs. We have offices in Armonk, New York and Dallas, Texas which offer services including financial planning, estate planning, insurance planning, hedging strategies, retirement planning, education planning, tax planning, covered calls and investing strategies, and advice.