How does the advisor help clients – Key Takeaways:
In today’s fast-paced and constantly changing financial landscape, having a knowledgeable and experienced advisor is crucial. Forward Thinking Wealth Management offers personalized and forward-thinking financial services to help clients achieve their financial goals and secure their financial future.
Facts and Insights
Forward Thinking Wealth Management has been in business for over 15 years, with a team of highly qualified financial advisors who have years of experience and expertise in the industry. The firm has a proven track record of success, helping clients build and protect their wealth through personalized financial strategies.
According to publicly available data, Forward Thinking Wealth Management currently has over $1 billion in assets under management, with a team of 12 advisors. This allows the firm to provide personalized and dedicated attention to every client, ensuring that their unique financial needs and goals are met.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2021 | $1 billion | 12 |
| 2020 | $900 million | 10 |
| 2019 | $800 million | 8 |
Financial Services Offered
Forward Thinking Wealth Management offers a wide range of financial services to help clients achieve their financial goals. Some of the services provided include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance solutions
- Wealth transfer strategies
Client Types
Forward Thinking Wealth Management works with a diverse range of clients, including individuals, families, small business owners, and corporate executives. The firm’s personalized and tailored approach allows them to cater to the unique financial needs of each client, regardless of their background or financial goals.
Fees & Compensation
Forward Thinking Wealth Management prides itself on transparency when it comes to fees and compensation. The firm operates on a fee-only basis, meaning they do not earn commissions for recommending specific products or investments. This allows the advisors to provide unbiased and objective advice that is solely in the best interest of the client.
The fees charged by Forward Thinking Wealth Management are based on a percentage of assets under management, ensuring that the firm’s interests are aligned with those of the clients. This fee structure also means that the firm’s compensation increases as the client’s assets grow, providing a further incentive for the advisors to help clients achieve their financial goals.
Background
The team at Forward Thinking Wealth Management has a diverse range of backgrounds and expertise, including certified financial planners, investment advisors, and tax specialists. This allows the firm to provide well-rounded and comprehensive financial advice to clients, taking into account all aspects of their financial situation.
Financial Advisor Disclosures to Know
As a registered investment advisor, Forward Thinking Wealth Management is required to disclose any potential conflicts of interest to clients. These disclosures include a potential conflict of interest due to ownership of specific products or investments, referral fees, and any affiliations with other financial institutions.
The firm’s commitment to transparency and putting the client’s best interests first is reflected in these disclosures, allowing clients to make informed decisions about their finances.