Our certified 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



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Fee-Only Financial Advisors

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

Get the maximum benefit from the money you earn. We have your investments covered.
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Retirement Planning

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

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Education Planning

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

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

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

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

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

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