Forteris Wealth Management

Forteris Wealth Management is a fee-only independent financial planning and wealth management firm based in Harrison, New York. The company employs 5 to 9 individuals and generates an annual revenue of $2.5 million. Forteris provides a range of financial services tailored to individuals, families, and institutions. Their offerings encompass financial planning, estate planning, insurance planning, hedging strategies, retirement planning, education planning, tax planning, covered calls, and various investing strategies. The firm distinguishes itself through its commitment to creating customized solutions that address both short-term and long-term financial objectives. They prioritize understanding each client's unique goals and circumstances to develop a personalized approach that meets their specific needs. Forteris Wealth Management maintains offices in Armonk, New York, and Dallas, Texas. Clients can visit their website at forteriswealth.com or contact them directly for further information.