Forest Asset Management Employee Directory

Forest Asset Management is a fee-only financial planning and wealth management firm based in Chicago's near west suburbs, dedicated to helping individuals, families, and businesses make informed financial decisions. They offer a comprehensive range of services including investment advice, tax planning, risk management, retirement planning, and esta... te planning, all while adhering to a fiduciary standard that prioritizes client interests. With a focus on transparency and personalized service, the firm has grown to manage over $184 million in assets for more than 100 clients, including high-net-worth individuals and small business owners. Their team, comprised of Certified Public Accountants and Certified Financial Planners, emphasizes a family-oriented approach to financial management, ensuring that clients receive tailored strategies that align with their long-term goals.Read More