Helping you build your wealth, and keep more of it.
Bespoke solutions to grow and preserve your wealth for generations, built on trust and transparency
Exceptional Wealth Stewardship
Forrest Financial Partners is a boutique investment firm serving a select group of high-net-worth families. With over three decades of experience, we provide tailored wealth management solutions designed to grow and protect your legacy.
Our approach is both comprehensive and creative—integrating investment management, financial planning, tax strategy, estate structuring, and more. We don’t just manage portfolios; we engineer sophisticated strategies to optimize every aspect of your financial life, uncovering unique opportunities to reduce taxes and enhance wealth preservation.
As an independent fiduciary, we are legally and ethically bound to put your interests first—offering objective, conflict-free advice with an unwavering commitment to your success.
Featured In:
Fiduciary
We adhere to the fiduciary duty of loyalty and care and are legally bound to put your interests first
Fee-Only
One transparent fee - no hidden commissions, fees, or added costs when you work with us
CFA Charterholders
A globally recognized standard of excellence in investment management
Partners
All client assets are held in custodial accounts at Charles Schwab. Portfolio analysis and financial plans by Right Capital.
Investment Management >
Highly customized portfolios that are tailored to your unique needs and goals for expert investment management that evolves with you.
Financial Planning >
Comprehensive planning for every aspect of your financial life. High-quality advisors who are there to answer any question, any time.
Estate and Gift Planning >
Advanced estate planning and creative trust structuring to optimize taxes, plan for wealth transfer, and secure the future for you and your heirs.
Tax Strategy >
We craft tax-efficient solutions to help you retain more of your earnings and increase your wealth with smart, proactive tax planning.
Philanthropy and Charitable Planning >
Provide guidance on charitable giving strategies, including foundation creation and donor-advised funds, to help clients make a lasting impact while optimizing tax benefits.
Liquidity and Cash Flow Management >
Personalized liquidity strategies to meet your cash needs without compromising long-term investment goals, ensuring smooth cash flow for personal and business expenses.