Meet the FirmSign up below for a no-obligation consultation with an advisor!
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.
Areas of Expertise
What Are Your Money Concerns?
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.
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 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.
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 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.
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 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.