FORTERIS WEALTH MANAGEMENT, INC.

200 Business Park Drive
Suite 211
Armonk, New York 10504
Tel: 914-696-5300

About FORTERIS WEALTH MANAGEMENT, INC.

FORTERIS WEALTH MANAGEMENT, INC, formally registered with the SEC as FORTERIS WEALTH MANAGEMENT, INC. The firm was established in 10/27/1993. They have over 2 offices throughout the country.

FORTERIS WEALTH MANAGEMENT, INC. is a Armonk, New York based Financial Planning firm with nearly $158,127,900 assets under management, offering retirement planning & investment advisory services to 491 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108314
SEC#	801-44613
Assets Managed by Firm	$158,127,900
No. of Clients	491
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (FINANCIAL CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	491	$158,127,900
Individuals (other than high net worth individuals)	76	$19,961,200
High net worth individuals	90	$130,693,600
Pension and profit sharing plans	8	$7,473,100

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