Forteris Wealth Management Employee Directory

Q: What is Forteris Wealth Management known for?

Forteris Wealth Management was founded in 1993. Forteris Wealth Management operates in the Financial Services industry.

Q: How many employees does Forteris Wealth Management have currently?

Forteris Wealth Management has approximately 4 employees.

Financial ServicesNew York, United States2-10 Employees

Forteris is a fee-only independent financial planning and wealth management firm. We work with individuals, families and institutions to create customized solutions that successfully address both short and long term financial objectives. 

Financial planning is a fluid process and requires ongoing attention as circumstances and/or your goals change. Our goal is to truly understand what each client is looking to achieve so that we can develop a customized approach to meet those needs. 

We have offices in Armonk, New York and Dallas, Texas which offer services including financial planning, estate planning, insurance planning, hedging strategies, retirement planning, education planning, tax planning, covered calls and investing strategies, and advice.

Find Forteris Wealth Management employees' phone numbers or email addresses

Forteris Wealth Management Global Highlights

North America
4

United States Of America
4

Forteris Wealth Management's Leadership

B. N. F.
Managing Director
Mobile Phone
Email
J. F.
Founding Principal
Mobile Phone
Email
R. L.
Principal
Mobile Phone
Email
J. P.
Patent Annuity Specialist
Mobile Phone
Email

Forteris Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Forteris Wealth Management

Name

Title

Contact Info

Location

Last Update

B. N. F.
Managing Director
Mobile Phone
Email
United StatesTexas
Aug 01, 2024
J. F.
Founding Principal
Mobile Phone
Email
United StatesNew York
Feb 17, 2026
R. L.
Principal
Mobile Phone
Email
Oct 22, 2024
J. P.
Patent Annuity Specialist
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Forteris Wealth Management known for?

Forteris Wealth Management was founded in 1993 operates in the Financial Services industry. The company's main headquarters is located in 200 Business Park Drive 211 Armonk, New York 10504 United States; you can contact the main corporate office by phone at

+1-914-696-****

. Explore Forteris Wealth Management's company overview page for more information.

What is Forteris Wealth Management's most common email format?

Forteris Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Forteris Wealth Management email formats with LeadIQ.

How many employees does Forteris Wealth Management have currently?

Forteris Wealth Management has approximately 4 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Forteris Wealth Management's key employees and leadership?

As of February 2026, Forteris Wealth Management's key employees include:

Managing Director: B. N. F.
Founding Principal: J. F.
Principal: R. L.
Patent Annuity Specialist: J. P.

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