At Fort Wealth Management we provide financial planning and wealth management services to individuals and families in the Austin and Houston areas. 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. Our goal is to create a customized financial plan to provide you and your family with the financial security and peace-of- mind you deserve.

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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