Forte Capital LLC Wealth Management

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

Let’s Talk Life & Money

P 585.586.8100

Forté Capital LLC

400 Linden Oaks, Suite 310
Rochester, New York 14625
P 585.586.8100
F 585.697.2599

© 2024 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
  • Forte’ Client Portal Sign-in
  • Financial Tools
  • Charles Schwab Custodian
  • Contact Us

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