IMPLEMENT WEALTH
MANAGEMENT SERVICES
INTO YOUR ACCOUNTING FIRM

Transform Your Accounting Business into an Advisory Firm with our
Wealth Management Forward Program.

AFO|WEALTH MANAGEMENT FORWARD

AFO|Wealth Management Forward was created to allow Accounting Firms to integrate Wealth Management Services into their Practice with ease. Our Family Office model allows you to diversify service offerings, increase revenue, and deepen client relationships. This is achieved with our simple and comprehensive program.

Holistic Family Office Model

Accounting Advisory services

Free Access to all of our Learning Management System Courses

Licensing & Registration Overview

Life insurance


Financing Planning


Liabilities Management

THE PLAN: 3 EASY STEPS

Discover

The best Wealth Management Program for your business model.

Determine

The most effective level of our Wealth Management Programs that works for you.

Implement

Wealth Management Services into your Accounting Firm with our team. 

Why Choose AFO|Wealth Management Forward

Start Getting the Most from your Firm

AFO|Wealth Management Forward focuses on harnessing the power of automation to
provide actionable, result-oriented, and client-based services that will

INCREASE REVENUE

Access higher-margin services that can attract higher revenues thanks to the variability of ways to meet client needs.

BECOME AN ADVISORY FIRM

Maximize your current book of business and bring in new clients through a wider range of services.

ATTRACT TOP TALENT

Distinguish your firm by being at the forefront of Accounting and Wealth Management Services.

DON'T LOSE YOUR BOOK OF BUSINESS
TO AUTOMATION OR FINANCIAL ADVISORS.

WHAT LEVEL
WEALTH MANAGEMENT
FIRM ARE YOU?

Level 1 - Outsource and Reporting

Level 2 - Hybrid Partner

Level 3 - In-House RIA

OUR IDENTITY

AFO Wealth Management Forward was founded by professionals with diverse financial backgrounds and tenures with Actua, Aspirant, Bear Stearns, J.P. Morgan, Lazard, OpenGate Capital, Nuveen Investments, Platinum Equity, Smith Barney, TA Associates, UBS, Schwab & Thorofare Capital.

It was created to bring a new perspective to the way people do business without the fear of losing clients to automation. We are a holistic Wealth Management firm dedicated to providing independent advice to clients. We believe in forming the best relationships and treat every client equally because your success story is our Unique Selling Point.

At WMF, we offer a strategy that includes comprehensive family office services such as financial planning, estate planning, tax planning, and asset and liability management. We also leverage our team of best-in-class professionals armed with cutting-edge technology and an extensive understanding of your unique needs.

Program Partners & Technology Providers

IMPLEMENT THESE SERVICES
THROUGH OUR PROGRAM

ACCESS OUR FAMILY OFFICE LEVEL OF CARE BY IMPLEMENTING ANY OF
THE FOLLOWING SERVICES. YOU DESERVE THE BEST COMPANIONS IN YOUR
BUSINESS JOURNEY; THAT IS WHY ARROWROOT FAMILY OFFICE WEALTH
MANAGEMENT FORWARD IS HERE FOR YOU.

Financial Planning

Investment Advisory

Life Insurance

Estate Planning

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