Executive orders from the oval office – worth the paper they’re written on or just a campaign tactic? Will Congress get their act together? Are tax changes coming? If so, do you need to overhaul your portfolio? What’s with Harvard’s freshman class? How about the rest of the country?

Author: Brett Fry

Brett rejoined Forteris Wealth Management this year and is managing our office in Dallas, TX.  While helping clients plan for retirement, education and generational asset transfers, Brett's expertise in portfolio management, managing concentrated stock positions, planning for the sale of a business, and helping young professionals accumulate wealth enables him to guide clients through their continuously changing financial decisions.