Our financial planners work with individuals, families and institutions to create customized wealth management and financial solutions that successfully address short- and long-term financial objectives

step one

Fee-Only Financial Advisors

As fee-only advisors, we give you the guidance you need to develop a successful financial plan.
step one

Investment Managers

Get the maximum benefit from the money you earn. We have your investments covered.
step one

Retirement Planning

Retirement plans come in all shapes and sizes. We can help you easily plan for retirement without stress.
step one

Wealth Management

We give you practical wealth management guidance you can count on for every aspect of your life.

Our Services

Forteris Wealth is a fee-only, independent financial planning and wealth management firm.

Learn More →


Education Planning

Analyzing and maximizing college funding opportunities and helping to set realistic, achievable savings goals.

Estate Planning

Reviewing your estate plan and working with your attorney to update and modify the plan as needed.

Insurance Planning

Protecting your assets against financial loss due to death, disability and personal liability.

Alternative Investment Strategies

Identifying alternative, low volatility investments to help your long-term investment and financial goals.

Tax Planning

Working to maximize after-tax gains, minimize losses, and structuring your portfolio with your individual tax situation in mind.


Developing a personalized portfolio that helps protect your assets and reach your financial goals.