General Info

Founded in 1993, Forteris Wealth Management is a comprehensive financial planning firm with offices located in Armonk, New York and Dallas, Texas. We proudly serve clients locally, nationally, and internationally. At Forteris Wealth Management, we recognize that we are in a position of trust. We donâ??t take that trust lightly. As fiduciary advisors and trusted financial counselors, we are committed to being honest and transparent, and eliminating all conflicts of interest when guiding our clients. At the end of the day, we want to make a difference in peopleâ??s lives. We use our knowledge and skill sets to help ease peopleâ??s anxiety concerning their finances, and help them achieve financial freedom.