Forte Capital LLC Wealth Management

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Our Services

Partnership

We can all probably agree: where Life Meets Money, there’s a lot going on.

Outside forces, economics, life changes and events—both predictable and unexpected—all have their effect.

Equally important are the emotions surrounding this intersection: excitement, confidence and curiosity but also sometimes add uncertainty, anxiety or doubt.

Our team’s goal is pretty simple: to be a valuable partner to you by deeply studying and carefully mapping the financial markets and the larger economic scene to the financial realities of your life situation. We are here to help you master your own unique balance of Good Life and Smart Money—as an individual, a commercial enterprise or a non-profit organization.

*Please Note: Limitations.  The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Forte Capital does not serve as an attorney, accountant, or insurance agent.  Forte Capital does not prepare legal documents or tax returns, nor does it sell insurance products.

Our Services

  • Personal Wealth Management
    • Getting Started
    • Life Stage Planning
    • Personalization
    • Meaningful Collaboration
    • Investment Philosophy
    • Forté Services
  • 401 (k) Plan Management
    • Compliance Plus
    • Risk Reduction in Writing
    • Unbundled Cost Control
    • Investment Management
    • Participant Service
  • Non-Profit Asset Management
    • Our Non-Profit Experience
    • Serving Your Mission
    • Investment Approach
    • Working Relationship

Let’s Talk Life & Money

P 585.586.8100
E info@forte-capital.com

Forté Capital LLC

400 Linden Oaks, Suite 310
Rochester, New York 14625
P 585.586.8100
F 585.697.2599
E info@forte-capital.com
© 2018 Forté Capital LLC

Where Life Meets Money

Bringing resources, experience and expertise to clients for over 20 years. Your partner in planning, managing and protecting wealth. Customized portfolio management for individuals and institutions.

IMPORTANT DISCLOSURE INFORMATION

Forté’s FORM CRS as filed with the Securities and Exchange Commission. Available at www.investor.gov/CRS

Forté’s FORM ADV Part 2 as filed with the Securities and Exchange Commission.

IMPORTANT DISCLOSURE INFORMATION.

  • Personal Wealth Management
  • 401 (k) Plan Management
  • Non-Profit Asset Management

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