Forward Thinking Wealth Management

Overview

Forward Thinking Wealth Management is an independent, individual-owned RIA that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates primarily as a fee-for-service planner, using hourly and fixed-fee arrangements, and serves as a capital allocator when clients require access to outside managers. Its advisory services emphasize tailored portfolio construction and selection of other advisers, rather than a single proprietary strategy. The firm does not position itself as an ESG investor and currently reports operations focused in a single state. Investment activity is equity-tilted, with a clear preference for exchange-traded instruments and SMA-style implementation. The advisory model combines discretionary portfolio management with planning-first engagements, suggesting that client relationships often begin with project-based planning and can evolve into ongoing, managed mandates. As an independent RIA, Forward Thinking Wealth Management relies on third-party custodians and external managers to execute and house client assets.

Assets & Accounts

Public Holdings

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Location & Offices