Forward Wealth

Overview

Forward Wealth is an independent registered investment adviser organized as an LLC. The firm is marked as a capital allocator and serves individual and family clients, offering a mix of percentage-of-AUM and fixed-fee engagements. Advisory services listed include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting, and educational seminars/workshops. The firm also operates as an insurance broker. Forward Wealth is not positioned as an ESG-focused or multi-state specialist based on the available classification.

Assets & Accounts

Public Holdings

Investments & Alternatives