Our 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
WHAT WE DO
Financial Planning
Financial Planning
Financial plans come in all shapes and sizes. We can help you easily plan for your future without stress.
Investment Management
Investment Management
Get the most out of your money. We design portfolios to help meet your financial goals.
WHO WE SERVE
Looking to Retire?
Planning the financial aspects of your retirement should be stress-free. See how we work with individuals nearing or currently in retirement to plan for their golden years.
Looking to Build Wealth?
Young families often face complex financial issues they cannot resolve on their own. See how we help young families accumulate wealth and tackle their complex needs.
Our People
Jay Furst
Founding Principal
Brett N. Fry, CFA, CFP®
Managing Director
Our Firm
Founded in 1993, Forteris Wealth Management is a fee-only SEC registered investment advisory firm that works with individual, families, institutions and their advisors to create customized solutions that successfully answer both short and long-term financial objectives. Read more about our firm.
OUR
INSIGHTS
Was 2021 a great rebound year for your income? If so, consider deferring some of your income to help avoid paying taxes at a higher rate. This cou...
Are you retired and wondering how to pay for those holiday gifts? You may have assets in a 401(k), IRA, Roth, or even after-tax accounts. Taking d...
Did you recently retire? If so, your work-related income has likely declined. This being the case, a Roth conversion could make sense for you this y...