Forteris Wealth Management
Helping clients achieve their financial goals for over 25 years.
Strategic Financial Solutions
To provide you with peace of mind.
Comprehensive Financial Plans
Holistic planning for the unexpected.
PARTNERING WITH YOU
To get you where you want to go.
Regardless of where you are on your financial path, Forteris Wealth Management can create a unique, individualized plan to help you at every stage of life and lift the burden you feel concerning your financial future.
We offer a wide range of services that are tailored to help you feel confident and secure in your financial future.
Our painless process will help to alleviate your financial stress, provide peace of mind, and offer support and accountability every step of the way.
At the end of the day, we want to make a difference in people’s lives. We will use our experience, knowledge, and big-picture perspective to help you achieve your financial goals.
Read what Forteris Wealth Management clients are saying:
It took me well over five years to find a company that I could trust with my retirement funds. Brett really takes care of me, always and fully answers my questions, and makes me feel like I'm his only client." - Cathy
“Our family represents three generations of clients with Jay at Forteris. As parents and grandparents, we have watched as each generation began their financial journey in his capable hands. We can say enough good things about the way in which Jay has interacted with each family member - from establishing a growth portfolio for the younger folks to managing business and personal wealth for us and our children." - Diane & Marvin
"First and foremost, Jay delivers results. For us, that is a minimum expectation of an advisor and from Jay, we get that and far more. It may sound cliché to say, “he cares,” but he does. Jay is finely attuned to our risk profile and our lifestyle needs, and his actions always reflect that understanding. We have worked with Jay for more than 20 years. It’s easy to like your advisor when the market is flying high, but for us, when the inevitable market dips come, Jay always provides a steadying presence – and does so with a sense of humor." - Leslie & Adrienne
"Jay has helped in multiple aspects of my finances. Whether it is planning for college expenses, retirement planning, and even maximizing the benefits from my employer, Jay was able to help guide me through tough financial decisions." - Doug
With retirement right around the corner, Chip & Sandra needed to piece together their retirement puzzle.
Ambitious families have ambitious goals, but could they achieve them? Robert and Ellen were closer to achieving their dreams than they thought.
Thinking he was too far behind, Sam felt he would never be able to retire. Little did he know, all he needed was a plan of attack to achieve his goals.