IMPLEMENT WEALTH MANAGEMENT SERVICES INTO YOUR ACCOUNTING FIRM

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

CASE STUDIES

kompetenter geschäftsmann am schreibtisch

LEVEL 1 - OUTSOURCED

Jim worked hard to build his accounting practice from scratch but a few years ago he started to notice that clients were demanding more services and lower fees for his compliance work and tax work.  Jim was introduced to AFO Wealth Management Forward where he learned that there was a better way to work smarter instead of just harder.

accounting advisory service

LEVEL 2 - PARTNER

After taking the AFO Practice Forward program, decided to start working with multiple professionals, including some she was already referring clients to incorporate broader services including financial planning,  insurance, estate planning.

Accounting advisory services

LEVEL 3 - IN HOUSE RIA

After significantly increasing, recurring revenue through the new services he learned at AFO WMF, he decided to start his own RIA and worked with AFO to implement a customized and compliant program to bring wealth management services fully in house.

Why Choose Wealth Management Forward

Start Getting the Most from your Firm

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 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

DOWNLOAD OUR PLAYBOOK

* By signing up, you will also receive occasional email updates.

DOWNLOAD OUR PLAYBOOK