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About Us

Here to Take Care of You

As a boutique financial planning and wealth management firm, we are unique with concierge-style services focused on delivering financial security and peace-of-mind. Our firm specializes in retirement and estate planning as well as asset and income protection. We provide customized asset management and investment strategies that help you navigate a complicated and ever changing financial landscape. Our comprehensive planning process incorporates your insurance, legal, accounting, tax, and investment needs. We will work with you to organize, optimize, implement, and maintain your financial resources according to your plan specifications.

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Areas of Expertise

What Are Your Money Concerns?

Retirement

Retirement

Retirement Planning Services

Our retirement financial advisors work with you to estimate and allocate the amount of money you need for retirement. They analyze and assess your current qualified-retirement plans, social security, personal savings, and investments to provide the best financial and retirement planning advice. Consider Fort Wealth Management if you plan on retiring in Austin or Houston, Texas.

Estate Planning

Estate Planning

Estate Planning

We’ll educate you on the estate planning basics. Our team can guide you through estate planning strategies for seniors and those looking to retire in the Austin and Houston, Texas areas. Learn how Fort Wealth Management can help you plan your retirement and shape your legacy.

Investment

Investment

Investment Management Services

We’ll provide you the right financial investment advice to achieve your desired portfolio goals. We follow sound investment principles and strategies to reduce risk and maximize your rewards. Above all else, our team considers your overall wealth management goals and strives to protect your assets.

Insurance

Insurance

Life Insurance for Seniors

Sifting through the various types of life insurance products and policies is an arduous task. Our team members work with you to find the right type of long term care insurance with your family in mind. Consider Fort Wealth and let us make buying life insurance easier.

Tax

Tax

Tax Planning Strategies

We work with high income earners to develop tax reduction strategies that meet their needs. Our team of financial advisors applies these tax saving techniques in ways that complement your overall financial goals. We make sure your nest egg is protected and, through tax benefits, has the necessary income to grow.

Financial

Financial

Wealth Management

Fort Wealth employs the best financial advisors in Austin and Houston. As one of Texas’s top fiduciary financial firm, we take your various wealth management goals into account to create sound long-term financial plans.

Lifestyle

Lifestyle

Lifestyle Wealth Management

We know it’s important to maintain and improve your current lifestyle - especially after retirement. We offer lifestyle wealth management as you move into the twilight of your career and onto new ventures. Let our certified financial planners provide you quality wealth management services to protect and enhance your lifestyle.

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