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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
12
Client Reviews
0.35% to 2%
Percentage of Assets (AUM)
What Our Clients Say
5.0
12 Client Reviews
Profile picture of Sean Steigerwald
Sean Steigerwald
May 28, 2025
Current client since 2016
5.0
Reason for working with Chris Gure
Love Chris approach to being financial product-agnostic and his practical advice. He doesn't get caught up in the news cycles and thinks/advises from first-principles.
Experience working with Chris Gure
Excellent. I recommend Chris to anyone. His focus on physicians and experience with entrepreneurs is a perfect match for us.
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
Profile picture of Newton Media Solutions LLC
Newton Media Solutions LLC
May 28, 2025
Current client since 2023
5.0
Reason for working with Chris Gure
Chris was recommended to us by a good friend.
Experience working with Chris Gure
Chris has been fantastic in guiding us! We would highly suggest that anyone give him a call.
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
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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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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