info@forteriswealth.com

Home
About Us
- Jay Furst
- Brett Fry
Our Services
Our Clients
Our Process
Events
Blog
Contact Us
Client Portal

Subscribe to our Newsletter

Fill out the form below to subscribe to our newsletter.

Name

Email

Address

Phone

Comments

Thank you!

Oops!

Contact

Office: 914-696-5300

Office: 972-777-6910

Mobile: 214-563-4936

Fax: (914) 696-5308

14651 N. Dallas Pkwy

Suite 509

Dallas, TX 75254

info@forteriswealth.com

Quick Links

Retirement
Investment
Tax
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Forteris Wealth Management (“Forteris”) is a registered investment advisor offering advisory services in the States of NY, CT, CO, FL, LA, NE, NJ, TX and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Forteris Wealth Management disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. Forteris does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Forteris be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Forteris or a Forteris authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

Pursuant to SEC Rule 206(4)-1 of the Adviser's Act, Forteris must disclose that all testimonials and endorsements on this website were given by current clients and no cash or non-cash compensation was provided for the testimonial or endorsement. There are no material conflicts of interest that exist on the part of each person, listed throughout this website, giving a testimonial or endorsement as a result of Forteris' relationship with such person.