A complete list of active advisors currently associated with Forum Private Wealth, LLC

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

Forum Private Wealth, LLC is a state-registered independent advisory that works with ultra‑high‑net‑worth individuals and families, as well as trusts, estates, businesses, and private foundations. The firm offers comprehensive financial planning, consulting and family office services, covering estate and tax planning, philanthropic planning, risk management, investment analysis, and bespoke client needs. Rather than providing direct portfolio management, the firm delivers investment analysis and recommends unaffiliated third‑party investment managers or platforms when appropriate, performing initial and ongoing oversight and due diligence on those managers. It coordinates implementation with other professional advisors and can arrange third‑party bill‑pay and business‑management services as part of its family office engagements. Compared with many peers, the firm focuses narrowly on high‑net‑worth family office and consultative work and structures compensation through planning and project fees rather than percentage‑of‑assets fees; it also does not accept sales commissions or participate in wrap fee programs. Founded recently, the adviser emphasizes individualized coordination among a client’s advisors and offers niche, bespoke services (for example, aviation-related planning) that extend beyond standard financial planning.

To learn more about the advisors currently working at Forum Private Wealth, 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.