Forward Wealth

Forward Wealth provides ongoing investment management and financial planning services together as a single integrated engagement. Forward Wealth creates tailored portfolios using exchange-traded funds, mutual funds, individual equities, and individual bonds, with an emphasis on tax-aware strategies such as tax-loss harvesting and direct indexing. Alongside portfolio management, Forward Wealth offers continuous financial planning covering retirement, cash flow and budgeting, tax strategy, equity compensation, education funding, insurance review, estate planning coordination, employee benefits, home purchases and major expenses, and debt management. Portfolios are managed with authority to make trades without asking first, tailored to each client's specific financial situation and risk tolerance. Forward Wealth does not participate in wrap fee programs and acts as a fee-only registered investment advisor.