Forteris Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$206,382,800
Clients
175
Advisors
2
across 2 offices
About
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.
Client services
Expertise
Fee options
$0 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually Over $10,000,000+: 0.50% annually
Financial planning and consulting services charged at $250 per hour, negotiable
Account minimum: $500,000 Minimum fee: Minimum fee of $5,000 or $500,000 in assets under management to open and maintain an advisory account, which may be waived at discretion Fee-only: Hourly fees for financial planning and consulting services, typically $250 per hour, negotiable
Main office
See office200 Business Park Drive, Suite 211
Armonk NY 10504
Advisors at this office
1
Offices (2)
Most active in
California · Colorado · Connecticut · Florida · Louisiana · Nebraska · New Hampshire · New Jersey · New York · Texas
Also doing business as
Afw Asset Management Inc · Afw Wealth Advisors · Forteris Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jay F
Series 63
Armonk, NY
Forteris Wealth Management, Inc.
Jay Furst is a financial advisor at Forteris Wealth Management, Inc. with 4 years of industry experience. He holds a Series 63 designation and has been with Forteris Wealth Management since 1993. Forteris Wealth Management, Inc. is an SEC-registered investment adviser providing portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $179.6 million in assets, employs customized portfolios including equities, fixed income, mutual funds, ETFs, and derivatives, and offers ongoing portfolio monitoring with regular reviews.
Brett F
CFP®, CFA®, Series 65, Series 66
Dallas, TX
Forteris Wealth Management, Inc.
Brett Fry is a CFP® and CFA® with seven years of experience in the financial industry. He has worked at Forteris Wealth Management, Inc. since 2020, following roles at Kestra Financial, Inc. and BNY Mellon Wealth Management. Based in Dallas, TX, he holds Series 65 and Series 66 licenses. Forteris Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, consulting, and pension consulting to individuals, trusts, estates, retirement plans, charitable organizations, and corporate entities. The firm manages approximately $219 million for about 175 clients, offering client-specific advisory services that include the use of derivatives for hedging and, occasionally, speculative purposes.
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