Forteris Wealth Management, Inc.

Forteris Wealth Management provides discretionary and non‑discretionary portfolio management, financial planning, consulting, and pension consulting to individuals (including high‑net‑worth clients), trusts, estates, retirement plans, charitable organizations, and corporate entities. The firm manages roughly $219 million for about 175 clients and serves both individual retail clients and plan sponsors.

The firm’s advisory practice is client‑specific and emphasizes continuous monitoring and periodic rebalancing; typical portfolios include individual equities, bonds, mutual funds, ETFs and other fixed‑income instruments. The brochure describes option strategies (including covered option writing) and broader derivative instruments—used primarily for hedging and, in limited cases at a client’s request, for speculative purposes—so derivatives are an active tool in some managed accounts.

Distinctive features compared with peers include the firm’s use of client testimonials in its marketing materials (a relatively uncommon practice among supported firms) and its explicit disclosure of derivatives use within managed accounts, which is uncommon for firms in this category. Forteris also combines traditional wealth management with pension consulting and financial planning services, reflecting a mix of retail high‑net‑worth and fiduciary plan work.