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

ARROWROOT FAMILY OFFICE LAUNCHES
AFO | WEALTH MANAGEMENT FORWARD PROGRAM

Marina del Rey, May 18, 2021- Arrowroot Family Office (“AFO”) has launched AFO Wealth Management Forward to assist accounting firms in making themselves more valuable to clients by providing holistic wealth management services. AFO is opening up the program to select firms on May 17th.

The AFO Wealth Management Forward program provides accountants online and one on one guidance and tools to grow and diversify their revenue streams, deepen client relationships and maintain their relevance in a tech-savvy world without dramatically increasing their workload or expenses. The program helps accountants create actionable plans to enhance the way they do business while reducing the chance of losing clients to automation or other service providers. “We saw a void in the marketplace and an opportunity for accounting firms to serve their clients better,” said CEO Rob Santos, ‘The family office model and holistic financial planning can now be attained by the average client, not just the super affluent.”

AFO Wealth Management Forward incorporates coursework and instruction from our trusted software and service providers such as RightCapital, Betterment, Vanilla, Trust & Will, and Thomson Reuters.
The AFO Wealth Management Forward program helps accountants take their business to the next level with three different paths, 1) outsource, 2)partner, or 3) take services in-house. These options allow accountants to discover the most suitable wealth management program for their business model and determine the most beneficial level that can improve their relevance in the market.

AFO Wealth Management Forward experts employ a comprehensive approach that focuses on staying with participating accountants all the way through the program. We listen, understand your business challenges, suggest the most suitable action plans, and show you how to implement them. More information can be found at www.wealthmanagementforward.com.
About AFO Wealth Management Forward
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, and Thorofare Capital. The program was created to provide a family approach to wealth management while improving how people do business without the fear of losing clients to automation. Arrowroot Family Office has always existed as a holistic wealth management firm dedicated to providing independent advice to clients, regardless of their net worth. Our family-based approach to wealth management allows us to form valuable relationships while meeting client needs. See our Wealth Management Forward program for more information on who we are, what we have to offer, our flexible wealth management plans, and more.
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