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Soulence Wealth Management

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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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Mustaque C

Series 63, Series 66

Astoria, NY

Soulence Wealth Management

Mustaque Choudhury is a financial advisor with Soulence Wealth Management in Astoria, NY, holding Series 63 and Series 66 licenses. He has over a decade of experience in the financial services industry, including roles at New York Life Insurance Company and Capital Advisors NY, LLC. Soulence Wealth Management provides discretionary investment management and integrated financial planning, serving clients with customized portfolio management and household-level advice. The firm employs a combination of strategic and tactical asset-allocation methods and offers both advisor-managed and third-party model portfolios.

Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy Cash flow / budgeting Debt management
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