Forward Wealth

Forward Wealth operates as a registered investment advisor offering comprehensive financial services, including investment management, outsourced chief investment officer services, retirement plan consulting, and personalized financial planning. Forward Wealth tailors its approach to each client by analyzing personal financial status, risk tolerance, and tax status to build diversified portfolios. The firm utilizes a variety of strategies, including direct stock strategies, direct indexing, allocation strategies, and tax-managed overlays. Forward Wealth also provides clients with digital access tools to monitor accounts and offers guidance on retirement planning, tax strategies, estate planning, education funding, and insurance needs. Forward Wealth works with individuals, high-net-worth clients, corporations, and retirement plans, typically recommending major custodians such as Fidelity Investments or Charles Schwab for asset safekeeping.