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.

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

COVID-19 Notice

During this difficult time, Forté Capital is practicing social distancing and complying with government mandates. Forté is open for business with employees and partners working remotely. We collect incoming mail daily. We can be reached at our normal phone number 585-586-8100 or via email to our associates and partners. Clients who need distributions, checks issued or other transactions should call their Forté client service representative or partner. We are all in this together, we will get through this, together.

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.

SEC Forms CRS, ADV & Disclaimer

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.

This website may include forward-looking statements.

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

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