Business Details
20 Years
experience
Your Trusted Partner for Financial Planning & Investment Management
Forest Asset Management is a family of professionals dedicated to helping clients make intelligent financial decisions. Established with deep roots in full-service financial planning, we operate as a comprehensive wealth management firm serving individuals, families, and businesses in Chicagos near west suburbs. Our expertise spans investment advice, tax planning, risk management, retirement planning, and estate planning, all delivered through a fee-only fiduciary model that prioritizes client interests above all else. We take pride in cultivating long-term relationships, understanding clients personal circumstances, and collaborating with their trusted advisors to create tailored solutions. Our commitment to integrity, transparency, and care ensures clients receive value-added services that address complex financial challenges.As independent advisors, we combine Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER (CFP) credentials with decades of experience to deliver tax-efficient strategies aligned with long-term financial goals. Our tiered fee structure based on assets under management reflects our belief that advisory costs should correlate with financial complexity, while our family approach to investing offers favorable rates for immediate family members. We specialize in guiding clients through critical financial decisions that impact their future, emphasizing education and clarity in navigating industry jargon.
Services
Financial Planning
Investment Management
Tax Planning
Retirement Planning
Estate Planning
Employer Retirement Plans
Details
- Year established: 2006
Highlights and features
- We operate as 100% fee-only fiduciaries with no product commissions
- Our team holds both CPA and CFP credentials for comprehensive expertise
- We implement tax-efficient strategies developed over decades of experience
- Our tiered fee structure aligns costs with clients financial complexity
- We provide family-focused pricing for immediate family members' portfolios
Associations and certifications
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER (CFP)
Services
Financial Planning
We create comprehensive financial plans addressing investment advice, tax strategies, risk management, retirement, and estate planning. Our CPA and CFP professionals develop personalized strategies that consider your complete financial picture. With decades of experience, we help clients navigate complex decisions while maintaining focus on long-term objectives.
Investment Management
Our investment approach combines tax-efficient strategies with long-term wealth accumulation goals. We manage assets across various account types while maintaining a fiduciary responsibility to clients. Our tiered fee structure scales with portfolio size, and we offer family-focused pricing for related accounts to maximize value.
Tax Planning
Leveraging our CPA expertise, we integrate tax considerations into every financial decision. Our approach emphasizes tax-efficient investment strategies and retirement distribution planning. We help clients understand and minimize tax implications across all aspects of their financial lives.
Retirement Planning
We develop customized retirement strategies considering IRA distribution rules and long-term spend-down scenarios. Our planning addresses 10-15 year horizons to ensure sustainable income while preserving wealth for future generations. We also provide participant education for employer-sponsored retirement plans.
Employer Retirement Plans
We help businesses design and implement retirement plans that balance employer needs with employee benefits. Our fiduciary approach includes participant education, fee analysis, and plan customization. We focus on creating cost-effective solutions that enhance employee satisfaction while meeting business objectives.
Questions
What services does Forest Asset Management offer?
We provide comprehensive financial planning, investment management, tax planning, retirement planning, estate planning, and employer retirement plan services. Our fiduciary approach ensures all recommendations prioritize client interests.
Are you fiduciary financial advisors?
Yes, we are 100% fee-only fiduciaries who accept no commissions or revenue sharing. Our loyalty remains exclusively with clients, not financial products or institutions.
How are your fees structured?
Our fees are based on assets under management with tiered breakpoints. We also offer family-focused pricing that aggregates related accounts to provide favorable rates for immediate family members.
Do you work with specific client types?
We serve high-net-worth individuals, retirees, established professionals, younger wealth accumulators, and small business owners needing retirement plan solutions tailored to their unique circumstances.
What makes your approach different?
Our combination of CPA and CFP credentials enables integrated tax-efficient planning. We focus on long-term strategies (10-15 year horizons) while maintaining transparent communication and personalized service for each client relationship.
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