A complete list of active advisors currently associated with Forthright Wealth Management, LLC

Warmer can help you find a great advisor at Forthright Wealth Management, LLC or one who fits your needs even better.

Forthright Wealth Management serves individuals, high‑net‑worth clients, trusts, estates, charitable organizations and businesses, offering wealth management, discretionary and non‑discretionary investment management, and financial planning. The firm reports $773,415,331 in assets under management across a seven‑advisor team and delivers account oversight, portfolio construction and client reporting to roughly 567 clients. FRWM constructs customized, primarily long‑term portfolios using mutual funds, ETFs, individual stocks and bonds, and may engage unaffiliated Independent Managers for portions of client portfolios while retaining ongoing oversight. The firm notes it will from time to time hold legacy positions for tax or fit considerations, may trade short‑term to meet client needs or rebalance, and discloses that it sometimes selects share classes with higher internal expenses when custodial or tax constraints make them preferable. Compared with many peers, FRWM discloses performance information beyond standard custodian statements—providing periodic performance reports to clients and making performance‑related material available in its public disclosures. The firm’s structure and disclosures also reflect several uncommon features for its peer group: a multi‑CFP, credentialed advisor team (including a CPA and CRPC), an institutional relationship that brings custodial and technology benefits, and advisory personnel who hold broker‑dealer and insurance licenses (conflicts and related disclosures are addressed in the brochure).

To learn more about the advisors currently working at Forthright Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.