A complete list of active advisors currently associated with Forward Thinking Wealth Management

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

Forward Thinking Wealth Management provides individualized investment management and financial planning primarily for individual and high-net-worth clients, overseeing roughly $45.6 million in discretionary assets for a relatively small client base. The firm offers portfolio management, comprehensive financial planning, and referrals to third‑party money managers. The firm’s investment approach emphasizes fundamental analysis and tailored asset-allocation strategies, with discretionary supervision guided by client objectives, time horizons, and tax considerations. FTWM also evaluates, selects and monitors outside managers (including use of platforms such as SEI and Brookstone) and offers ongoing, plan-focused services that provide continuous access and periodic reviews. Notably, FTWM uses a fixed annual advisory fee model rather than the more common percentage‑of‑AUM fee structure, a pricing approach that is atypical among independent advisers. The brochure also discloses that the firm may share in other advisers’ asset-management fees when referring clients to outside managers, a potential conflict of interest it identifies and describes.

To learn more about the advisors currently working at Forward Thinking Wealth Management, 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.