A complete list of active advisors currently associated with Wealth Forward, LLC
Warmer can help you find a great advisor at Wealth Forward, LLC or one who fits your needs even better.
Wealth Forward serves individuals (including high‑net‑worth clients), retirement plan sponsors, trusts, estates, charitable organizations and business entities, providing discretionary portfolio management through Model Portfolio Accounts and Individually Managed Accounts, financial planning, and retirement plan consulting. Managed assets are held at a qualified custodian and clients receive ongoing monitoring, periodic reviews, and implementation assistance when requested. The firm’s investment process blends fundamental and cyclical analysis and employs proprietary and third‑party model portfolios diversified across domestic and international equities, fixed income, alternatives and cash equivalents; Wealth Forward may exercise written discretionary trading authority and can allocate portions of portfolios to third‑party managers. Financial planning projects routinely cover investments, taxes, insurance, retirement and estate planning and are based on client‑provided information with reviews at least quarterly for managed accounts. What is distinctive is that the firm’s principal holds accounting (CPA) and CFP credentials and the brochure discloses that some advisory representatives are separately licensed insurance agents, a combination that is uncommon among similar supported firms and can lead the firm to both advise on tax/financial planning and recommend commission‑based insurance products (with the conflict disclosed). The firm manages roughly $228 million with two advisors and recently disclosed a custodial transition to Charles Schwab, with accompanying disclosures about custodial services and potential economic benefits to the firm.
To learn more about the advisors currently working at Wealth Forward, 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.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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