OUR APPROACH.
At Forecast Capital Management, our approach is rooted in an unwavering commitment to our clients’ aspirations, underpinned by uncompromising transparency and True Fiduciary® Standards. We partner with founders, executives, and high-net-worth families, crafting bespoke wealth strategies that align seamlessly with their unique financial and personal objectives. Through open communication, rigorous analysis, and democratized access to sophisticated investment solutions, we empower our clients to navigate complexity with confidence, ensuring their legacy endures and their priorities remain at the forefront of every decision.
OUR MISSION.
Empowering founders, entrepreneurs, and executives to achieve financial prosperity and streamline lifestyle complexities by democratizing access to sophisticated investment strategies.
Looking For A Wealth Manager?
We manage money for founders, entrepreneurs, and executives. Give us a call and let's chat!
CEOs, Founders, & Entrepreneurs
As entrepreneurs and founders ourselves, led by an attorney with firsthand experience, we deeply understand the challenges CEOs, founders, and entrepreneurs face—the relentless stress, constant problem-solving, and limited time to focus on financial well-being. At Forecast Capital Management, we’ve been through it, so we’re uniquely equipped to provide tailored wealth strategies you can trust, aligning with your life plans and empowering you to achieve financial prosperity with confidence.
Executives
At Forecast Capital Management, we specialize in guiding executives through the complexities of their compensation structures, particularly stock options. We understand the critical questions—when to sell or hold, the tax implications, and what happens if you transition to another company. With our extensive experience supporting numerous executives, we provide clarity and tailored strategies to address these concerns, ensuring stability and confidence in your financial future, no matter how overwhelming the process may seem.
Services We Provide
Private Wealth Management
Our personalized advisory service that integrates investment management, tax planning, estate strategies, and other solutions to optimize wealth for high-net-worth individuals and families.
Financial Planning
A comprehensive process that aligns your financial goals with tailored strategies, encompassing investments, tax optimization, and retirement planning to secure your financial future.
Investment Advisory
The professional process of strategically allocating and overseeing assets to achieve optimal returns, tailored to your financial goals and risk tolerance.
Tax Strategy and Planning
The process of analyzing and structuring your financial affairs to minimize tax liabilities and maximize wealth preservation, tailored to your unique circumstances and goals.
Wealth Strategy
A holistic approach to managing and growing your assets, integrating investment, tax, estate, and legacy planning to achieve long-term financial security and personal aspirations.
Liquidity & Exit Strategy
The deliberate planning and execution of converting business or personal assets into cash while maximizing value, through structured sales, transitions, or other financial maneuvers tailored to your goals.
Risk Management
The process of identifying, assessing, and mitigating financial uncertainties to protect your wealth and align investment decisions with your risk tolerance and long-term objectives.
Private Investment Opportunities
These involve exclusive, non-publicly traded assets, such as private equity, venture capital, or real estate, tailored to enhance portfolio diversification and optimize returns for high-net-worth individuals.
"There are times to make money. There are times not to lose money. And if you don't know the difference, you're going to get killed."
-Stanley Drunkenmiller