About Us

Trust. Honesty. Transparency.

Trust. Honesty. Transparency.

Founded in 1993, Forteris Wealth Management is a comprehensive financial planning firm with offices located in Armonk, New York and Dallas, Texas. We proudly serve clients locally, nationally, and internationally.

At Forteris Wealth Management, we recognize that we are in a position of trust. We don’t take that trust lightly. As fiduciary advisors and trusted financial counselors, we are committed to being honest and transparent, and eliminating all conflicts of interest when guiding our clients.

At the end of the day, we want to make a difference in people’s lives. We use our knowledge and skill sets to help ease people’s anxiety concerning their finances, and help them achieve financial freedom.

Schedule an appointment today to see how Forteris Wealth Management can help you achieve your financial goals.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@forteriswealth.com |  New York Office: 914-696-5300 | Texas Office: 972-777-6910