Forte Capital LLC Wealth Management

  • Your Situation
  • Wealth vs Asset Management?
  • Our Services
  • Our Team
  • Contact
  • Custodian Sign-in

Operations Team

The people who keep things working, internally for our team, and for you as a Forté client.

Contact Info@forte-capital.com

Ann-Phelps

Ann Phelps, Accounting

Ann has been with Forté since its beginning 20 years ago. She serves as accountant and bookkeeper for the firm.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Forte Capital is engaged, or continues to be engaged, to provide investment advisory services.

  • Our Team
    • David Henion, CPA
    • Adil Masood, CPA
    • Dennis E. Lohouse, CFA
    • Edmond D. Sheidlower, CMFC
    • Jeffrey E. Hough, AIF®
  • Relationship Management Team
  • Client Service Team
  • Operations Team
  • Research & Trading

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.

  • Your Situation
  • Wealth vs Asset Management?
  • Our Services
  • Our Team
  • Contact
  • Custodian Sign-in

Copyright © 2023 · Executive Pro Theme On Genesis Framework · WordPress · Log in