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Chris Gure
Personalized investment management, tax planning, insurance, and estate strategy - all in one place.
📍 Works with clients across the U.S.
Chris Gure | 401(k) & IRA Management, Alternative Investments, Business Succession Planning
5.0
Average rating
15
Client Reviews
0.35% to 2%
Percentage of Assets (AUM)
$0
Minimum Annual Income
$500K
Minimum Investible Assets
What Our Clients Say
5.0
15 Client Reviews
Profile picture of coty durazzo
coty durazzo
November 23, 2025
Current client since 2019
5.0
Reason for working with Chris Gure
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.
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": "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. ", "author": "Chris Gure", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
Profile picture of Rita Weaver
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.
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" } }
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
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.
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
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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2 Client Reviews

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"Fantastic - they were knowledgeable, personable, and developed individualized financial plans for each client. Nothing was cookie cutter or off the shelf"
Ian Weiner, CFP(R), CEPA | 401(k) & IRA Management, Alternative Investments, Business Succession Planning
Ian Weiner, CFP(R), CEPA
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1 Client Reviews

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"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed.  I highly recommend him. He can make a difference with your resources.  No regrets.  Call Ian!"
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
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