Chris Gure
Typically responds within 24 hours
FOUNDING YEAR
2001
NUMBER OF EMPLOYEES
21 - 50 employees
Chris Gure's Assets Under Management (AUM)
$500M - $1B
BUSINESS AFFILIATION
Hybrid RIA/Broker-Dealer
FIDUCIARY
Yes
INVESTMENT APPROACH
Blend of both
REGISTERED INVESTMENT ADVISER?
Yes
LOCATION
Raleigh, North Carolina
SUPPORT
Dedicated Staff
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.
John Mecke
July 2, 2025
Current client since 2017
5.0
Reason for working with Chris Gure
Chris was never pushy about working with him from the start and was authentic in his approach to helping both me and my wife understand the big picture
Experience working with Chris Gure
He has created a comfortable/ approachable working relationship for us — always available for a call, text, or impromptu coffee meeting to walk through all sorts of questions and scenarios. He’s great at presenting options, showing the pros and cons, and helping us land on the right decision for us
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
Reviewer disclosed a personal or professional relationship with this vendor outside of the client relationship.
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
Clients who would be a good fit
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.
Clients who wouldNOTbe a good fit
We do not subscribe to Modern Portfolio Theory or risk-based questionnaire method of investing and are not the best fit for those that are looking for this.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
$500,000
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.35% to 2%
Flat Fee/Retainer
$3,000 to $30,000
Meeting Options
In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform
Disclaimer
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