Guiding Wealth Management Through Generations.
Reinvent the way you experience wealth management with an independent firm built for flexibility.
Comprehensive Wealth Management
Comprehensive Wealth Management That Works Together
At Forecast, we believe wealth management should be more than just managing your investments—it should connect every part of your financial life.
As a fiduciary, we’re here to do what’s best for you, period. That means offering thoughtful, well-rounded strategies that go beyond the markets and into the day-to-day decisions that shape your future.
When you work with us, you’re not just getting an advisor—you’re gaining a team. From investment researchers to tax pros, estate planning attorneys to retirement specialists, we all work together with one goal in mind: helping you reach yours.
Think of your finances like a finely tuned machine. Every piece—from taxes and investments to retirement and legacy planning—needs to run smoothly and in sync. That’s where we come in. With in-house experts and outside professionals, we simplify the complex and keep everything aligned, so you can move forward with confidence.
Investment Management
Built for Growth, Risk Management, and Market Volatility
As a privately held firm, we leverage independent research to uncover distinctive investment opportunities tailored to our clients' needs. Our approach to investing is anchored in a sophisticated multi-factor, multi-asset, multi-durational risk management model that surpasses traditional asset allocation strategies.
At Forecast, we don't just follow trends; we anticipate and capitalize on them, ensuring our clients benefit from a proactive and informed investment strategy. Join us in navigating the complexities of the market with confidence and precision.
Financial Planning
Clear, Thoughtful Guidance for Life’s Financial Journey
We all know that planning matters—whether it’s for a family vacation or your long-term future. When it comes to your finances, having a clear, flexible plan can make all the difference in helping you move toward what truly matters to you and your family.
A well-designed financial plan gives you more than peace of mind—it acts as a guide. It helps you make smart decisions, track your progress, and stay grounded when life throws something unexpected your way. That’s why we’re committed to helping you map out a plan that’s realistic, personalized, and aligned with your goals.
It starts with a deep dive into your full financial picture. Think of it like a wellness check-up, but for your finances. Before we make any recommendations, we take the time to fully understand where you are today and what you want for the future.
Using our in-depth assessment process, we pinpoint which areas need the most attention first—whether it’s retirement planning, tax strategies, estate considerations, or something else—and then build a strategy that brings all the pieces together. The goal? To make sure everything you’re doing financially supports the life you want to live.
Tax Planning & Strategy
Smart, Strategic Planning to Keep More of What You Earn.
Taxes are one of the biggest costs you’ll face over your lifetime—but with the right planning, they don’t have to take more than their fair share.
At our firm, tax planning isn’t an afterthought. It’s an essential part of how we help you grow and protect your wealth over time. From retirement distributions to business income, stock options, or real estate transactions, we look at your full financial picture to identify proactive strategies that can help minimize what you owe—both now and in the future.
It all starts with a comprehensive review of your current tax situation. Just like a financial plan helps guide your investments, tax strategy helps make sure you’re not leaving money on the table. We help you spot opportunities, reduce surprises, and align your financial decisions with the latest tax rules.
While we bring in-house tax expertise to the table, we also understand the value of collaboration. If you already work with a CPA or tax professional, we’ll gladly coordinate with them to ensure everything is aligned. We believe your financial life works best when your team works together.
Whether it’s structuring a portfolio, preparing for a liquidity event, or planning a charitable gift, we help make sure tax efficiency is built into every step.
Wealth Strategy
Bringing Clarity and Purpose to Your Financial Life
Building and preserving wealth isn’t just about chasing returns—it’s about making sure every piece of your financial life works together to serve a larger purpose.
That’s where a well-thought-out wealth strategy comes in. It’s more than just managing investments—it’s about aligning your resources with your values, goals, and the life you want to lead. Whether you’re planning for retirement, funding a business, preparing for a liquidity event, or thinking about your legacy, we help connect the dots.
We start by understanding what matters most to you—personally, professionally, and financially. From there, we take a holistic view of your balance sheet, income streams, risk exposure, and long-term goals to create a clear strategy that evolves with you.
Our approach is collaborative by design. While we bring a deep bench of professionals—covering investments, tax, estate, and more—we’re also happy to work alongside your existing team of advisors. Whether it’s your attorney, CPA, or business partner, we believe a coordinated effort leads to better outcomes.
At the end of the day, wealth strategy is about turning complexity into clarity, and helping you make decisions with purpose, confidence, and peace of mind.
Liquidity & Exit Strategy
Planning Ahead for Life’s Big Financial Moments.
Whether you’re selling a business, unwinding a concentrated stock position, or preparing for a major life transition, liquidity events can bring both opportunity and complexity. Having a smart exit strategy in place can make all the difference.
At our firm, we help you approach these pivotal moments with clarity and confidence. A liquidity event often represents the result of years—sometimes decades—of hard work. We’re here to make sure that what comes next is just as intentional and rewarding.
We begin by understanding the full scope of your situation: What are your goals post-exit? How will the proceeds impact your lifestyle, taxes, investments, and estate plans? From there, we develop a personalized strategy that’s built around your financial priorities—and your personal vision for the future.
This isn’t something we do in isolation. We coordinate closely with your legal, tax, and business advisors to ensure everything is aligned. If you already have a CPA, M&A advisor, or attorney in place, we’ll work together as a team to structure your exit in the most tax-efficient and strategic way possible.
Whether your event is months away or still on the horizon, the earlier we start, the more options you’ll have. Our goal is to turn your liquidity moment into a launchpad for long-term success, stability, and peace of mind.
Risk Management
Protecting What You’ve Built - So You Can Focus on What’s Ahead.
Wealth isn’t just about growth—it’s also about protection. A strong financial strategy includes making sure you’re prepared for the unexpected, so life’s surprises don’t derail your long-term plans.
Risk management is where preparation meets peace of mind. From market volatility and economic shifts to health issues, liability exposure, or business disruptions, we help you think through what could go wrong—and plan for it before it does.
We start by assessing your full financial picture and identifying where you may be vulnerable. That could mean reviewing insurance coverage, evaluating asset protection strategies, or exploring legal structures that shield your wealth. The goal isn’t to eliminate all risk—it’s to make sure it’s being managed thoughtfully and intentionally.
We also work closely with outside professionals—whether it’s your insurance agent, attorney, or business advisor—to ensure your plan is coordinated across all fronts. Risk management is most effective when everyone is on the same page and working toward a common goal: keeping your future secure.
At the end of the day, it’s not just about avoiding downside—it’s about giving you the freedom to move forward confidently, knowing you’re protected from the “what-ifs.”
Private Investment Opportunities
Accessing Opportunties Beyond the Public Markets.
When it comes to building long-term wealth, traditional portfolios don’t always tell the whole story. For many investors, private markets offer unique opportunities to enhance returns, generate income, and diversify beyond stocks and bonds.
At our firm, we help qualified investors access private investments that align with their goals, risk tolerance, and overall strategy. This can include real estate, private credit, private equity, hedge funds, and other alternative investments typically reserved for institutions and ultra-high-net-worth individuals.
We start by understanding what you’re looking to achieve—whether it’s steady income, long-term growth, or lower correlation to public market volatility. Then, we help evaluate opportunities that fit your objectives, always with a focus on due diligence, transparency, and suitability.
Because these types of investments can be more complex and less liquid, we take the time to educate you on the structure, risks, and potential benefits. We also coordinate with your CPA, attorney, and other professionals to make sure every investment fits within your broader financial and tax strategy.
Our goal is to open the door to sophisticated opportunities—without adding unnecessary complexity—so you can build a portfolio that reflects both your ambition and your values.