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
Are you taking required minimum distributions from your IRA? At the same time do you gift to charity? If so, you can gift up to $100,000 of your r...
In the battle to scare investors, both did nice work this week. Market reaction or overreaction? Goldman expanding benefits, changes to retire...
Have you had a good year in terms of your income? Do you regularly donate to charity? With a Donor Advised Fund, you can get a tax deduction for y...