Chris keeps my financial life running while I navigate a challenging and dynamic career. Job changes, 401k rollovers, Roth moves, taxes in different states, equity comp, moving, growing our family, all of it gets handled fast and without any jargon. He gives me clear answers, stays ahead of problems, and keeps everything organized so I can focus on my career and life balance. Easy to recommend.
Experience working with Chris Gure
Started working with Chris because no one else could explain my 401k, equity comp, and taxes in a way that actually made sense. Most advisors pitch products. He solves real problems and keeps my entire financial life moving in the right direction. That is why we trust him.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Reply
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
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Rita Weaver
October 29, 2025
Current client since 2021
5.0
Reason for working with Chris Gure
From our initial meeting Chris demonstrated a sincere desire to build a long term relationship focused on my transition from work into retirement. His expertise, knowledge and trustworthiness are above reproach.
Experience working with Chris Gure
Chris is the consummate professional. He listens to my concerns and provides insight and recommendations. He is a true partner in my retirement planning. Every interaction with him has exceeded my expectations. I regret not connecting with him sooner.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Reply
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "Chris is the consummate professional. He listens to my concerns and provides insight and recommendations. He is a true partner in my retirement planning. Every interaction with him has exceeded my expectations. I regret not connecting with him sooner.", "author": "Chris Gure", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
Meet The Team Behind Chris Gure
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Investible Assets
$500,000
Minimum Annual Income
N/A
Industries We Specialize In
Specialties We Work With
Services We Offer
✔ 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
Our Ideal Client Profile
Our typical client is someone going through a significant wealth event, this could be a business owner selling to PE, someone who is graduating residency and seeing their income change drastically, or someone with an inheritance.
We're Probably Not A Good Fit If
How We Work
Transparent Pricing
Advisory Fee
0.35% to 2% Percentage of Assets (AUM)
AUM Model -- Range is based on strategy and account size
Consulting Agreement
$2,750 - $100,000 One-Time Financial Planning Fee
Defined scope of work and agreed upon fee
Frequently Asked Questions
Get answers to the most common questions about Chris Gure
Chris Gure's Tech Stack
About Chris Gure
Fortress Financial Partners simplifies wealth management with a modern Family Office approach integrating investments, taxes, insurance, and estate planning all together under one roof.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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