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Forteris Wealth Management - DallasFinancial advisor in Dallas, TX

Forteris Wealth Management - Dallas is a financial advisor at 16200 Dallas Pkwy #115, Dallas, TX 75248, ranked #22 of 137 wealth managers in Dallas and rated 5.0 from 9 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Dallas, TXUpdated 0 paid placements in any rankingHow we rank

Call (972) 777-6910Website ↗

Key facts

Key facts about Forteris Wealth Management - Dallas
Address16200 Dallas Pkwy #115, Dallas, TX 75248Get directions
Phone(972) 777-6910
Websiteforteriswealth.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 9 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Dallas and 12 towns within 25 miles: Addison, Carrollton, Farmers Branch, Richardson, Plano, University Park, The Colony, Lewisville, Garland, Coppell, Frisco and Murphy.

Based in Dallas, TXView on map

Opening hours

Opening hours for Forteris Wealth Management - Dallas
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Forteris Wealth Management - Dallas

How is Forteris Wealth Management - Dallas ranked in Dallas?

Forteris Wealth Management - Dallas is ranked #22 of 137 wealth managers in Dallas by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Forteris Wealth Management - Dallas’ hours?

Forteris Wealth Management - Dallas is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Forteris Wealth Management - Dallas serve?

Serves Dallas and 12 towns within 25 miles: Addison, Carrollton, Farmers Branch, Richardson, Plano, University Park, The Colony, Lewisville, Garland, Coppell, Frisco and Murphy. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Forteris Wealth Management - Dallas?

Forteris Wealth Management - Dallas has a rating of 5.0 from 9 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Forteris Wealth Management - Dallas?

Call Forteris Wealth Management - Dallas on (972) 777-6910. The business is at 16200 Dallas Pkwy #115, Dallas, TX 75248. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Forteris Wealth Management - Dallas compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Forteris Wealth Management - Dallas (this business)—655.0 (9)NoNo
Trajan Wealth#20654.9 (54)NoNo10.3 mi
Morrison Wealth Advisory#21655.0 (10)NoNo2.0 mi
Ninety Nine Wealth#23645.0 (24)NoNo3.5 mi

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