Forward Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Forward Wealth is a state-registered investment adviser that intends to serve individual clients, including high-net-worth households, by providing ongoing investment management together with financial planning as a single, integrated engagement rather than as separate services. The firm is pre-launch and has not yet commenced managing client assets.
Forward plans to manage discretionary portfolios using ETFs, mutual funds, individual equities, and individual bonds with an emphasis on tax-aware portfolio construction, including direct indexing and ongoing tax-loss harvesting where appropriate. Its research process draws on third‑party analytics and may use artificial intelligence tools as an input, with human review applied before investment decisions are implemented.
Distinctive elements in the brochure include the firm’s explicit integration of comprehensive financial planning into every managed relationship and a minimum-fee billing design that can operate like a fixed fee for smaller accounts. Forward also discloses that it is fee-only, does not charge performance-based or wrap fees, and will not invest client assets in private placements, private equity, or other private funds.
Client services
Expertise
Occupation focus
Fee options
Minimum fee: $2,700 annually ($675 per quarter) minimum annual fee Fee-only: 0.89% of assets under management annually, with a $2,700 minimum annual fee
Main office
Brooklyn NY
Advisors at this office
1
Most active in
New York
Also doing business as
Forward Wealth · Forward Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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