Forteris WealthForteris Wealth

Wealth Management in Armonk, NY & Dallas, TX

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YouTube Videos

Categories Our Insights YouTube Videos

MEDICARE: What to Do & What to Avoid!

The annual election period for Medicare begins October 15th and runs through December 7th.  If you are age 65 or older you should consider your optio...
Posted on October 13, 2020 October 13, 2020
Categories Our Insights YouTube Videos

First (FINANCIAL) Step In Divorce

  What are the financial considerations in a divorce?  What should you do first?  In this interview with Jill Barnett Kaufman, MSW, LCSW...
Posted on September 8, 2020 September 8, 2020
Categories Our Insights YouTube Videos

Tax Strategies During Low Income Years

  The unfortunate reality of the COVID-19 pandemic, and ensuing economic shutdowns, is that many Americans have found themselves without a...
Posted on July 7, 2020 July 7, 2020
Categories Our Insights YouTube Videos

No one ever missed out by starting early – Part II

  As we stated in our previous post, one of the key factors in achieving long term financial success is starting early.  In our last vide...
Posted on June 23, 2020 June 23, 2020
Categories Our Insights YouTube Videos

No one ever missed out by starting early – Part I

  Being a millennial has its financial challenges.  In a recent study done by Northwestern Mutual, 22% of millennials said they are now l...
Posted on June 18, 2020 June 18, 2020

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Recent Blog Posts

  • January 14, 2021He Said, She Said – Episode 89 – Attack on the Capitol
  • January 4, 20212021 Financial Resolutions
  • December 23, 2020He Said, She Said – Episode 87 – Stimulus Round 2 – Finally
  • December 22, 2020Stimulus Part II – What it means for you
  • December 16, 2020He Said, She Said – Episode 86 – Dr. Jill Biden

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Latest Insights

  • He Said, She Said – Episode 89 – Attack on the Capitol January 14, 2021
  • 2021 Financial Resolutions January 4, 2021
  • He Said, She Said – Episode 87 – Stimulus Round 2 – Finally December 23, 2020

 

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Contact Us

New York Office:
200 Business Park Drive, Suite 211
Armonk, NY 10504
(914) 696-5300

Dallas Office:
13155 Noel Road, Suite 830
Dallas, TX 75240
(972) 777-6910


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Form ADV Part 2A   |   Privacy Policy

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Forteris Wealth Management Inc. (referred to as “Forteris”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. Forteris does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Forteris be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Forteris or a Forteris authorized representative has been advised of the possibility of such damages. In no event shall Forteris Wealth Management Inc. have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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