Wealth Management Solutions
Our Client Solutions

We have developed five financial planning solutions and two investment solutions to help you with your unique needs.

The Boutique Family Office Service is a wealth management service designed for the multi-family client that spans 2 to 3 generations. Your unique financial circumstances and challenges demand customized solutions that meet your precise requirements. At Forsyth Wealth Management, we go well beyond the functions of a traditional planning firm. Before we make recommendations, we explore the human, financial, and social dimensions of families of substantial means. Working in close cooperation with your family and your team of advisors, we build a financial management system that will not only work for you today, but will continue to work for your family for generations to come. Includes client’s private website, on-line and mobile solutions.

 

The Private Client Group is a wealth management service that specializes in multi-generational wealth management services for high net worth individuals with sophisticated needs including international and cross-border exposure.  Our integrated Lifestyle Planning approach provides select clients uniquely customized financial and tax planning strategies including investment and asset management, trusts charitable, asset protection, and family succession planning. Includes client’s private website, on-line and mobile solutions. 

 

The Comprehensive Financial Planning Engagement is designed to help individuals; businesses and families reach their ultimate goals and objectives through focused and objective ongoing financial planning. Beginning with a discussion of your vision, your dreams, hopes, concerns, and challenges, the process combines comprehensive financial planning, estate planning, investment management, life, family and business succession planning. We analyze your current financial structures in order to uncover any inconsistencies between them and your objectives. Then our team translates your vision into a comprehensive strategy that has the highest probability of meeting your personal objectives. Includes client’s private website, on-line and mobile solutions.

  

Modular Planning Engagement is similar to the comprehensive engagement but is designed for the client with two to four financial planning requirements. We then help you integrate those into your financial plan. Includes client’s private website.

 

The Piecemeal Engagement - is designed for the client with one specific planning requirement, such as, retirement planning, pension and 401(k) rollover planning, cash flow management, estate planning or education planning and based on a flat fee. Includes client’s private website for an extra fee.

 

The Investment Management Engagement is designed for the client who would like to take advantage of our investment management services and institutional money manager access on a fee basis. Includes client’s private website.

 

The Investment Coach Engagement is designed for the independent client who would like to take advantage of just our investment management and asset allocation advice and direction. This service is based on an hourly basis. Includes client’s private website for an extra fee.

Privacy Policy

United States Department of Treasury Regulation Circular 230 requires that we notify you that, with respect to any statements regarding tax matters made herein, including any attachments, (1) nothing herein was intended or written to be used, and cannot be used by you, to avoid tax penalties; and (2) nothing contained herein was intended or written to be used, and cannot be used, or referred to in any marketing or promotional materials. Further, to the extent any tax statement or tax advice is made herein, Forsyth wealth Management, Inc. does not and will not impose any limitation on disclosure of the tax treatment or tax structure of any transactions to which such tax statement or tax advice relates. Forsyth Wealth Management, Inc. does not provide legal advice to clients. You should review your particular circumstances with your independent legal and tax advisors.