Chris Gure
Personalized investment management, tax planning, insurance, and estate strategy - all in one place.
Chris Gure · Raleigh, North Carolina
Is this you, Chris?
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About
Fortress Financial Partners simplifies wealth management with a modern Family Office approach integrating investments, taxes, insurance, and estate planning all together under one roof.
Who they serve
- High earners
- Ultra high net worth
- HENRY (high earner, not rich yet)
- Founders
- Early-career professionals
- Pre-retirees
- Multi-generational families
- Retirees
Services
- 401(k) & IRA Management
- Alternative Investments
- Business Succession Planning
- Asset Allocation
- Charitable Giving
- Family Office Services
- Exit Planning
- Estate Planning
- Family Wealth Transfer
- Financial Planning
- Insurance Planning
- Investment Management
- Liquidity & Exit Planning
- Philanthropic Planning
- Tax Strategy
- Wealth Management
- Trust Services
- Life Transition Planning
- Insurance/Risk Management
- Individual Tax Services
- Portfolio Management
Structured record
| Name | Chris Gure |
|---|---|
| Firm | Chris Gure |
| Location | Raleigh, North Carolina |
| Fee model | Hourly Rate · One-Time Financial Planning Fee · Percentage of Assets (AUM) |
| AUM | $500M - $1B |
| Founded | 2001 |
| Firm size | 21 - 50 employees |
| Affiliation | Hybrid RIA/Broker-Dealer |
| Designations | Series 66 · Series 7 |
| Investment approach | Blend of both |
| Website | www.fortressfinancialpartners.com |
| https://www.linkedin.com/in/chrisgure/ |
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Specialties
- Small business owners
- Retirement planning
- Family wealth transfer