IMPLEMENT WEALTH MANAGEMENT SERVICES INTO YOUR ACCOUNTING FIRM

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

About

A firm designed for entrepreneurs, by entrepreneurs

Wealth Management Forward was created to allow Accounting Firms to integrate Holistic Wealth Management Services with ease. Through our proprietary program, we cut the time and resources needed to successfully implement wealth management services so firms can provide collaborative and comprehensive services.

With a deep belief in the transformative power of technology, the principals and staff of Arrowroot leverage its cutting-edge technology suite to provide the highest level of service, transparency, and value to its clients.

Increase Revenue

Higher Margin Services results in higher revenues due to the variability of ways to meet the needs of clients

Increase Revenue

Higher Margin Services results in higher revenues due to the variability of ways to meet the needs of clients

Become an Advisory Firm

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

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.

Attract Top Talent

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

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

WHAT LEVEL
WEALTH MANAGEMENT
FIRM ARE YOU?

Level 1

Level 2

Level 3

OUR IDENTITY

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 financial, estate, 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. This enables us to provide efficient and transparent solutions.

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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