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

Jay Furst
Founding Principal

brett website pic

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

    Contact Us!

    Your Name (required)

    Your Email (required)

    Subject

    Your Message

    New York Office

    Dallas Office