Wealth Forward Advisors

Wealth Forward Advisors describes its clients as individuals and high-net-worth individuals and offers ongoing portfolio management and financial planning services, including the preparation of an Investment Policy Statement and the potential to manage accounts on a discretionary basis. The brochure also notes the firm’s fiduciary role when advising retirement plan accounts and IRAs, indicating it provides advice consistent with ERISA/IRC fiduciary standards.

The firm’s stated investment process combines multiple methods of analysis — including fundamental, quantitative, technical, charting and cyclical approaches — and employs a range of strategies from long-term investing to short sales, margin and options trading. Wealth Forward may allocate client assets to mutual funds, ETFs, real estate funds, hedge funds, private equity and venture capital vehicles, and it may select third‑party managers or separately managed accounts as part of client portfolios.

Distinctive features highlighted in the brochure include the firm’s explicit ability to use institutional‑style investment vehicles and third‑party managers (including allocations to private equity and hedge funds), its stated use of higher‑risk trading techniques, and operational choices such as reporting zero assets under management as of December 2025 and not aggregating trades across multiple client accounts. These elements, along with its recent formation, differentiate its service scope and permissible product set from many peers of similar size.