Forteris Wealth Management

Forteris Wealth Management is a wealth management firm based in Armonk, New York. Established in 1993, it is a fee-only independent financial planning and wealth management firm, that provides services to individuals, families, and institutions to create customized solutions that successfully address both short and long-term financial objectives. The firm offers services including financial planning, estate planning, insurance planning, hedging strategies, retirement planning, education planning, tax planning, covered calls and investing strategies and advice. The assets of the firm are managed by the executive management team.