Maximize RSU gains.
Minimize your tax bill.
Full-stack wealth management for tech professionals with RSUs, ISOs, and pre-IPO equity.
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Equity.
Invest.
Tax strategy.
Advice.
Your robo-advisor stopped scaling at your first vest.
Robo-advisors are great until RSUs, ISO exercises, and AMT enter the picture. Forward is a CFP®-led practice that handles all of it — the planning, the tax strategy, and the portfolio — under one fee.
Meeting you where you are.
Equity comp becomes real money.
RSUs vest. ISOs come due. One ticker dominates your net worth.
A liquidity event approaches.
IPO, tender, secondary, acquisition, or year-end bonus — the moves before the deposit matter more than what comes after.
Your career changes shape.
New role, layoff, sabbatical, or leaving Big Tech — income and equity restructure overnight.
Equity comp, finally handled.
RSU vests, ISO exercises, ESPP, AMT exposure, secondaries, IPO planning — modeled against your full tax picture by a CFP® who specializes in equity comp.
Custom portfolios, designed by experts.
Direct indexing, factor strategies, and tax-aware portfolios — institutional-grade construction without the institutional minimums.
Tax strategy that runs all year.
We coordinate tax-loss harvesting, equity-comp timing, and Roth conversion strategy alongside your investments — every month, not just in April.
A planner who knows your full picture.
One CFP® professional, holding the whole picture — your equity vests, your home purchase, your kids' tuition, your eventual exit. Coordinated, not assembled.
A morning briefing, in your pocket.
Net worth, equity-comp picture, tax-loss opportunities, and a direct line to your CFP® — every morning, in 30 seconds.
Your RSU vests Mar 15. Set aside $4,200 for taxes.
AAPL down 8% — harvest $4,100 to offset Q2 gains
The math is in the table.
Robo-advisors are software. Traditional advisors are people without software. Forward is both.
| Feature | Forward | DIY | ETFs & Mutual Funds | Robo Advisors | Traditional Advisors |
|---|---|---|---|---|---|
| Dedicated Financial Advisors | |||||
| Fiduciary Duty To You | |||||
| Mobile and Desktop Apps | |||||
| AI Advice Engine | |||||
| Always-Available Advice | |||||
| Unique Custom Portfolio | |||||
| Direct Indexing | |||||
| Proactive Tax Planning | |||||
| Designed For After-Tax Performance |
One fee. Nothing else from us.
Everything included — investing, year-round tax strategy, planning, and your CFP®. No commissions. Cancel anytime.
1 National average advisor fee for households with $250K–$5M in investable assets. Source: Cerulli Associates, 2024.
The five we hear most.
What's the minimum to work with Forward?+
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How does tax strategy work if you don’t file my return?+
Do you handle equity compensation?+
What if I want to leave?+
Forward.
Thirty minutes. We walk through your real numbers and show how your decisions connect.
No commitment. No pitch deck. Just clarity.
Forward Wealth is a registered investment adviser with the State of New York. All charts, figures, dashboard mockups, and product visualizations on this page are for illustrative purposes only and do not reflect actual client outcomes. Past performance does not guarantee future results. Investment advisory services are provided only to clients who have entered into a written agreement with Forward Wealth.