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.


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Devoted To Your Success

As a boutique financial planning and wealth management firm we offer specialized retirement and legacy planning services. Our customized, concierge-style financial planning services are designed to help provide you and your family with the financial security and peace-of-mind you deserve. Our services often include 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 goals and specifications. If you already have a plan, we can review it for you. If you do not have a plan we can help you create one.

As an independent firm working for you, we are not obligated to sell or recommend proprietary products or specific investments. In fact, the Investment Advisor Representatives at Fort Wealth Management are held to a fiduciary standard. They recommend financial products, investments, and management solutions that are in your best interest. We work with you to develop and maintain a comprehensive retirement plan designed to meet your retirement and legacy goals.

Meet The Team

Attend an

Event

At Fort Wealth Management, we conduct informational seminars for our clients in both the Austin and Houston area. These events cover a variety of financial topics to help educate you to make financial decisions that will protect your financial future. Feel free to schedule a one-on-one, no-obligation meeting after the event to receive additional financial education at no cost.

View Calendar

Upcoming Events:

October, 23 2018
Keys to Optimizing Your Social Security Benefits
6:00 PM | Mandola’s – Arbor Trail

October, 25 2018
Keys to Optimizing Your Social Security Benefits
6:00 PM | Mandola’s – Arbor Trail

We specialize in these financial services

Lifestyle Wealth Management

Do you want to maintain the standard of living and lifestyle you have come to enjoy? If your answer is yes, then you may be like many other people we serve.

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Life, Health and Long-Term Care Insurance

The life and health category of insurance includes various types of insurance that deal with personal risks related to death, medical care costs, disability, and old age.

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Tax Planning Strategies

What is better than getting the most money back from the Federal Government in your life time? Never giving it to them in the first place.

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Financial Planning

Comprehensive financial planning attempts to consider all aspects of your financial position, which includes your goals and objectives.

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Investment Management Services

A central component of financial planning involves advising on or actually managing a client’s financial assets.

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Legacy Planning

There is a common misconception that an estate is only the property that one leaves at death. In reality, it is much more than that.

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