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Meet Our Team

Know our team and read their bios.

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Our Mission

Our company is on a mission to help all our clients.

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Our Services

See the services we provide.

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Welcome to Forte Financial Advisors

Welcome to Forte Financial Advisors. We're so glad you stopped by. Whether you're planning for the future, navigating a financial decision, or simply looking for helpful information, our site is here to offer guidance, resources, and a welcoming place to begin. 

We believe financial planning is built on trust. That is why we are committed to offering clear guidance, disciplined planning, and thoughtful conversations that keep your goals at the center.

If you have a specific question or want more information, click on Contact Us, call us at (262) 673-8926, or drop us an e-mail message at kristen.strupp@ceterawealth.com, or nschlotthauer@ceterawealth.com.

We're ready to help.

Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

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Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Car Affordability

How much can you afford to pay for a car?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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