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Forward Wealth

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Joe F

CFP®, CFA®

New York, NY

Fortrove Partners

Hi! My name is Joe Forish and I started Fortrove Partners to help technologists deal with challenges of company ownership / equity compensation. From a young age, I learned about maximizing hard work and doing what you do best while working at my father’s auto dealership. I also saw first-hand both the rewards and challenges of running a business. Prior to Fortrove, I honed my expertise investing in public and private equity. I graduated from Pennsylvania State University with a B.S. in Finance and International Business, and from the Harvard Business Analytics Program, with Distinction. In my free time you will find me skiing an evergreen tree-lined run or longboarding when it’s cloudy and glassy. I live in New York City with my wife Linda.

Startup equity planning Exec comp design Business ownership considerations Technology Professional Founder/Business Owner Established Professionals Gen Y/Millennials (Born 1980-1995)

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Dillon F

CFP®, Series 65, Series 66

Brooklyn, NY

Forward Wealth

Dillon Ferguson is a CFP® certificant with Series 65 and Series 66 licenses based in Brooklyn, NY. He is affiliated with Forward Wealth, a state-registered investment adviser that has not yet commenced managing client assets. Forward Wealth aims to serve individual clients, including high-net-worth households, by providing integrated investment management and financial planning services. The firm plans to manage discretionary portfolios with an emphasis on tax-aware strategies, utilizing ETFs, mutual funds, individual equities, and bonds, supported by third-party analytics and artificial intelligence tools with human oversight.

General retirement planning Retirement income strategy Social Security optimization Medicare planning Tax-loss harvesting Founder/Business Owner
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