Wealth Forward, LLC

Wealth Forward provides investment management, comprehensive financial planning, and retirement plan consulting to a mix of individual clients (including high-net-worth and non-HNW households), as well as institutional clients such as employer-sponsored retirement plans and trusts. The firm reports approximately $228 million in assets under management across roughly 355 client relationships.

Portfolios are managed on a discretionary basis and are implemented through a wide menu of model and individually managed strategies, including tax‑managed, unconstrained, global, and multiple asset‑allocation models. Strategies may use non‑traditional asset classes (for example, managed futures, currency strategies, long/short and short exposures), permit movement to cash across market conditions, and in some models allow concentrated positions when the portfolio manager deems appropriate; accounts are reviewed at least quarterly and third‑party managers may be used.

A feature that distinguishes Wealth Forward from many peers is its ownership and advisory staff credentials: the firm is owned and operated by a certified public accountant who is also a CFP®, which the brochure cites as informing its tax‑aware planning and tax‑managed strategies. The firm also has advisors who are separately licensed insurance agents and may recommend commissionable insurance products (disclosed as a potential conflict of interest and noted as a small portion of their time), and it maintains an operational custody relationship with a national broker‑dealer that provides certain benefits to the firm—both of which the firm discloses as material to clients.