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A Wealth of Advice.... A Tradition of Integrity

    Choosing the right investment counselor is critical to achieving long-term financial goals. This can be a difficult decision because of the challenge of evaluating the claims of investment advisors competing for this important responsibility.


    Our relationship with you is founded on the integrity of our advice. We help you design and implement a wealth management strategy free from the conflicts of interest inherent in commission-driven investment recommendations and the high costs associated with brokerage "wrap" programs that provide investment advice contingent on executing trades with their firm. Our competitive, all-inclusive fee for services is based on a percentage of assets under our management, which creates a shared objective: increasing your long-term wealth while minimizing taxes.

    We believe investment success depends on two essential factors: a sound, flexible strategy and a team of managers whose demonstrated integrity, judgment and ability to meet clients' goals inspire confidence. We work to coordinate your efforts with those of your other trusted representatives, such as attorneys, accountants and other financial advisors. By ensuring that your whole team is working in concert, Forte´ Capital creates a comfortable environment that allows you and your family to reach your investment objectives as you progress through each stage of financial life.

 

    Our mission has been to earn each client's trust by creating and carrying out unique wealth management strategies consistent with the highest standards of professionalism. As a result, the business has developed almost exclusively through the most trusted form of advertising: referrals from clients, attorneys and accountants who have come to rely on the attentive service provided by our firm.

 

    We offer full service wealth management to your family as it continues to evolve and mature. Should you find our business philosophies and values appealing, then we have begun to build a foundation for a long lasting, mutually beneficial professional relationship.

 

Thank you for your consideration.

Forte´ Capital