1 2<!DOCTYPE html> 3<html lang="en" class="no-js"> 4<head> 5<meta charset="utf-8"> 6<meta http-equiv="X-UA-Compatible" content="IE=edge"> 7 8<link rel="shortcut icon" href="https://static.twentyoverten.com/621cf83921550644ef32a966/favicon/HJv2Be5Pc-favicon.ico" type="image/x-icon"> 9 10<meta name="viewport" content="width=device-width,initial-scale=1"> 11<meta http-equiv="cleartype" content="on"> 12<meta name="robots" content="noodp"> 13 14<!-- Title & Description --> 15<title>Our Clients â Forthright Family Wealth</title> 16<meta name="description" 17content="Through discipline, diligence, and dedication, successful families create a legacy of wealth for their heirs."> 18<!-- Open Graph --> 19<meta property="og:site_name" content="Forthright Family Wealth"> 20<meta property="og:title" content="Our Clients"> 21<meta property="og:description" content=""> 22<meta property="og:url" content="https://forthrightwealth.com/our-clients"> 23<meta property="og:type" content="website"> 24 25<meta itemprop="name" content="Our Clients"> 26<meta itemprop="description" content="Through discipline, diligence, and dedication, successful families create a legacy of wealth for their heirs."> 27<meta itemprop="url" content="https://forthrightwealth.com/our-clients"> 28<!-- Twitter Card --> 29<meta name="twitter:card" content="summary_large_image"> 30<meta name="twitter:title" content="Our Clients"> 31<meta name="twitter:description" content=""> 32 33 34<!-- Mobile App Settings --> 35 36<link rel="apple-touch-icon" href="https://static.twentyoverten.com/621cf83921550644ef32a966/favicon/HJv2Be5Pc.png"> 37 38<meta name="apple-mobile-web-app-capable" content="yes"> 39<meta name="apple-mobile-web-app-status-bar-style" content="black"> 40<meta name="apple-mobile-web-app-title" content="Our Clients"> 41 42<!-- Prefetch --> 43<link rel="dns-prefetch" href="https://static.twentyoverten.com"> 44 45<style> 46@import 'https://fonts.googleapis.com/css?family=Roboto:500,500i,400,400i|Poppins:000,000i|Lora:000,000i'; 47</style> 48<link href="/assets/frameworks/assets/dist/css/global.css" rel="stylesheet"> 49<link href="/assets/frameworks/themes/iris/3.0.0/assets/dist/css/main.css" rel="stylesheet"> 50<link href="/assets/css/custom.css" rel="stylesheet"> 51 52 53<style> 54body :is(h1, h2, h3, h4, .is-h1, .is-h2, .is-h3, .is-h4){ 55 font-family: 'Jost', sans-serif; 56} 57@media (min-width: 980px){ 58 .overlay h1, .overlay .is-h1 { 59 font-size: 3.5em; 60 } 61} 62@media (max-width: 820px){ 63 .overlay h1, .overlay .is-h1 { 64 font-size: 2.2em; 65 } 66 .overlay h2, .overlay .is-h2 { 67 font-size: 1.8em; 68 } 69 #header a.btn { 70 margin-bottom: 1em; 71} 72} 73 74.transparent-header #main-navigation { 75 background: #5a5957; 76} 77/*----Basic Style----*/ 78.nobotmargin{margin-bottom:0px;} 79.topmargin {margin-top:20px;} 80.botmargin{margin-bottom:1em;} 81.lgbotmargin{margin-bottom:2em;} 82.nopadding{padding:0px;} 83.smpadding{padding:10px;} 84.mdpadding{padding:25px;} 85.lgpadding{padding:50px;} 86.relative{position:relative;} 87p a:not(.btn){ 88 text-decoration: underline; 89font-weight:500; 90} 91/*--------------------*/ 92 93.bg { 94 /*filter: sepia(0.85);*/ 95 filter: grayscale(90%); 96} 97 98.home-divider .hero-content { 99 margin-top: -10em; 100} 101.overlay h1, .overlay h2, .overlay h3, .overlay h4 { 102 text-shadow: 1px 1px 10px rgba(32, 32, 32, 0.5), 1px 1px 5px #202020; 103} 104 105h2 { 106 font-weight: 400; 107} 108#main-navigation ul li a { 109 font-size: .95em; 110 letter-spacing: 2px; 111} 112#header a.btn { 113 border-radius: 20px; 114} 115 116.callout img.full-bleed { 117 position:absolute; 118 top:0; 119 opacity:.8; 120 max-height: 100%; 121 object-fit: cover; 122 object-position: bottom; 123} 124img.full-bleed{ 125 /*filter: sepia(0.85);*/ 126 filter: grayscale(90%); 127 128} 129.about-img { 130 filter: grayscale(90%); 131} 132.bordered { 133 position: relative; 134 max-width: 100%; 135 padding: 2.5rem 2.5rem; 136 margin: 3rem auto; 137} 138.bordered h2, .bordered h3, .bordered h1, .bordered p { 139 color: #fff !important; 140 text-shadow: 1px 1px 10px rgba(32, 32, 32, 0.5), 1px 1px 5px #202020; 141} 142 143.callout.full-bg::before { 144 background: rgb(0 0 0); 145 height: 100% !important; 146} 147.full-bg{ 148 margin: 0 -75px !important; 149 padding: 0 !important; 150 min-height: 60vh; 151 display: flex; 152 align-items: center; 153 justify-content: center; 154} 155.full-bg p { 156 color: #3c3c3c; 157} 158.full-bg img { 159 height: 100% !important; 160} 161@media (min-width: 820px) { 162 .row.breakout { 163 width: 100vw; 164 position: relative; 165 left: 50%; 166 right: 50%; 167 margin-left: -50vw; 168 margin-right: -50vw; 169 } 170} 171 172/* flip cards */ 173 174.card.flip { 175 -webkit-perspective: 40rem; 176 perspective: 40rem; /* this number can be changed to change how "3D" the flip looks */ 177 height: 100%; 178 display: flex; 179 flex: 1; 180 text-align: center; 181} 182 .front, .back { 183 background: rgb(255 255 255 / 85%); 184 box-shadow: 0 15px 25px rgb(129 124 124 / 20%); 185 border: 2px solid #65635c; 186 padding: 2em 1em !important; 187} 188 189.card.flip .card-content { 190 display: flex; 191 -webkit-transform-style: preserve-3d; 192 transform-style: preserve-3d; 193 transition: .7s transform; 194 max-width: 100%; 195} 196 197.card.flip:hover .card-content, 198.card.flip:focus .card-content { 199 -webkit-transform: rotateY(-180deg); 200 transform: rotateY(-180deg); 201} 202 203.card.flip .front, 204.card.flip .back { 205 -webkit-backface-visibility: hidden; 206 backface-visibility: hidden; 207 min-width: 100%; 208 transform-style: preserve-3d; 209 display: flex; 210 flex-direction: column; 211 justify-content: center; 212 align-items: center; 213 padding: 10px; 214} 215/*.card.flip .front img {*/ 216/* height: 100px !important;*/ 217/* width: 100px !important;*/ 218/*}*/ 219.card.flip .back { 220 -webkit-transform: rotateY(-180deg) translate(100%, 0); 221 transform: rotateY(-180deg) translate(100%, 0); 222} 223 224hr { 225 margin: 1em auto; 226 border-color: #a35c38 !important; 227 width: 50%; 228 border-bottom: 1px solid; 229} 230@media screen and (max-width: 979px){ 231 .callout img.full-bleed { 232 z-index: -1; 233 } 234} 235 .flush-top { 236 margin-top: -4rem; 237} 238 239.member-item.has-thumb.show-5-up { 240 box-sizing: unset !important; 241} 242 243.members-wrapper { 244 justify-content: center; 245} 246.bg-client-login { 247 position: relative; 248 width: 100%; 249 min-height: 90vh; 250} 251.bg-client-login::before { 252 content: ""; 253 position: absolute; 254 top: 0; left: 0; 255 width: 100%; 256 min-height: 90vh; 257 background-image: url("https://static.twentyoverten.com/621cf83921550644ef32a966/_lCYgqthyO/natalie-rhea-BDcVFcqjw5s-unsplash-1.jpg"); 258 background-position: center; 259 background-repeat: no-repeat; 260 filter: grayscale(90%); 261 z-index: -1; 262} 263.bg-client-login .box { 264 box-shadow: 0 15px 25px rgba(129, 124, 124, 0.2); 265 background-color: rgba(255, 255, 255, 0.6); 266} 267.bg-client-login .row { 268 margin: 0; 269 height: 100%; 270 align-items: center; 271 padding: 25px 50px; 272} 273/*.bg-client-login .btn {*/ 274/* border-radius: 20px;*/ 275/* padding: 6.4px 20px;*/ 276/*}*/ 277#page { 278 padding: 0; 279} 280#page .container { 281 margin: 0 auto; 282 min-width: 100%; 283} 284.footer { 285 padding: 2rem 0 !important; 286} 287div#tot_badge { 288 display: none; 289} 290.box { 291 background: #fff; 292 border: 2px solid #65635c; 293 padding: 2em; 294 box-shadow: rgba(99, 99, 99, 0.2) 0px 2px 8px 0px; 295} 296 297 298@media (min-width: 980px){ 299 .overlay-content .overlay-content-wrapper { 300 width: 80%; 301 max-width: 1000px; 302 } 303} 304 305@media (max-width: 980px){ 306 .bg-client-login { 307 height: 100%; 308 } 309 .bg-client-login::before { 310 height: 100vh; 311 } 312 .bg-client-login .row { 313 padding-top: 0; 314 } 315 .bg-client-login .col-xs-12 { 316 padding-top: 15px; 317 } 318} 319 320@media (max-width: 820px){ 321 .bg-client-login::before { 322 min-height: 20vh !important; 323 height: 30vh; 324 background-size: contain; 325 } 326 .bg-client-login .row:first-child{ 327 padding-top: 30vh; 328 } 329 .bg-client-login .row { 330 padding: 0 0 15px 0; 331 } 332} 333.flush-bottom { 334 margin-bottom: -4rem !important; 335} 336 337 338/* dashboard styles to make the cards editable */ 339.editable .card.flip { 340 perspective: none; 341 height: auto; 342} 343 344.editable .card.flip .card-content { 345 transform-style: unset; 346 flex-wrap: wrap; 347} 348 349.editable .card.flip:hover .card-content, 350.editable .card.flip:focus .card-content { 351 transform: none; 352} 353.editable .card.flip .front, 354.editable .card.flip .back { 355 backface-visibility: visible; 356 transform-style: unset; 357 min-width: auto; 358 position: relative; 359 position: relative; 360 display: block; 361 border: dashed 2px #aaa; 362 margin: 1rem auto; 363 padding: .5rem; 364} 365 366.editable .card.flip .back { 367 transform: none; 368} 369 370.editable .card.flip .front::after, 371.editable .card.flip .back::after { 372 content: 'Card Front';
373 display: block; 374 position: absolute; 375 bottom: 100%; 376 left: -1px; 377 background: #333; 378 color: white; 379 font-size: 9px; 380 text-transform: uppercase; 381 font-weight: 600; 382 padding: .5em 1em; 383 border-radius: 4px; 384 border-bottom-left-radius: 0; 385 border-bottom-right-radius: 0; 386 opacity:.7; 387} 388 389.editable .card.flip .back::after { 390 content: 'Card Back'; 391} 392 393@media (max-width: 820px){ 394 .full-bg{ 395 margin: 1em 0!important; 396 } 397} 398 399 400</style> 401 402<link rel="preconnect" href="https://fonts.googleapis.com"> 403<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin> 404<link href="https://fonts.googleapis.com/css2?family=Jost:ital,wght@0,300;0,400;0,500;0,700;1,300;1,400;1,500;1,700&display=swap" rel="stylesheet"> 405 406 407</head> 408 409<body 410class="standard-page our-clients has-bg has-fixed-header transparent-header"> 411<svg style="position: absolute; width: 0; height: 0; overflow: hidden;" version="1.1" 412xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink"> 413<defs> 414<symbol id="icon-facebook" viewBox="0 0 24 24"> 415<title>facebook</title> 416<path 417d="M12 0.48c-6.362 0-11.52 5.158-11.52 11.52s5.158 11.52 11.52 11.52 11.52-5.158 11.52-11.52-5.158-11.52-11.52-11.52zM14.729 8.441h-1.732c-0.205 0-0.433 0.27-0.433 0.629v1.25h2.166l-0.328 1.783h-1.838v5.353h-2.044v-5.353h-1.854v-1.783h1.854v-1.049c0-1.505 1.044-2.728 2.477-2.728h1.732v1.897z"> 418</path> 419</symbol> 420<symbol id="icon-twitter" viewBox="0 0 24 24"> 421<title>twitter</title> 422<path 423d="M12 0.48c-6.362 0-11.52 5.158-11.52 11.52s5.158 11.52 11.52 11.52 11.52-5.158 11.52-11.52-5.158-11.52-11.52-11.52zM16.686 9.917c0.005 0.098 0.006 0.197 0.006 0.293 0 3-2.281 6.457-6.455 6.457-1.282 0-2.474-0.374-3.478-1.020 0.176 0.022 0.358 0.030 0.541 0.030 1.063 0 2.041-0.361 2.818-0.971-0.992-0.019-1.83-0.674-2.119-1.574 0.138 0.025 0.28 0.040 0.426 0.040 0.206 0 0.408-0.028 0.598-0.079-1.038-0.209-1.82-1.126-1.82-2.225v-0.028c0.306 0.169 0.656 0.272 1.028 0.284-0.61-0.408-1.009-1.102-1.009-1.89 0-0.415 0.112-0.806 0.307-1.141 1.12 1.373 2.79 2.275 4.676 2.372-0.040-0.167-0.059-0.34-0.059-0.518 0-1.252 1.015-2.269 2.269-2.269 0.652 0 1.242 0.276 1.656 0.718 0.517-0.103 1.002-0.29 1.44-0.551-0.169 0.529-0.528 0.974-0.997 1.256 0.46-0.056 0.896-0.178 1.303-0.359-0.304 0.455-0.689 0.856-1.132 1.175z"> 424</path> 425</symbol> 426<symbol id="icon-instagram" viewBox="0 0 24 24"> 427<title>instagram</title> 428<path 429d="M12.1,9.4c-1.6,0-2.9,1.3-2.9,2.9c0,1.6,1.3,2.9,2.9,2.9c1.6,0,2.9-1.3,2.9-2.9C15,10.8,13.7,9.4,12.1,9.4z M12.1,14 c-0.9,0-1.7-0.7-1.7-1.7c0-0.9,0.7-1.7,1.7-1.7c0.9,0,1.7,0.7,1.7,1.7C13.7,13.3,13,14,12.1,14z"> 430</path> 431<path 432d="M12,0.5C5.6,0.5,0.5,5.6,0.5,12S5.6,23.5,12,23.5S23.5,18.4,23.5,12S18.4,0.5,12,0.5z M17.5,14.9c0,1.4-1.2,2.6-2.6,2.6H9.1 c-1.4,0-2.6-1.2-2.6-2.6V9.1c0-1.4,1.2-2.6,2.6-2.6h5.9c1.4,0,2.6,1.2,2.6,2.6V14.9z"> 433</path> 434<circle cx="15.1" cy="8.7" r="0.8"></circle> 435</symbol> 436<symbol id="icon-linkedin" viewBox="0 0 24 24"> 437<title>linkedin</title> 438<path 439d="M12 0.48c-6.362 0-11.52 5.158-11.52 11.52s5.158 11.52 11.52 11.52 11.52-5.158 11.52-11.52-5.158-11.52-11.52-11.52zM9.18 16.775h-2.333v-7.507h2.333v7.507zM7.999 8.346c-0.737 0-1.213-0.522-1.213-1.168 0-0.659 0.491-1.165 1.243-1.165s1.213 0.506 1.228 1.165c0 0.646-0.475 1.168-1.258 1.168zM17.7 16.775h-2.333v-4.16c0-0.968-0.338-1.626-1.182-1.626-0.644 0-1.027 0.445-1.196 0.874-0.062 0.152-0.078 0.368-0.078 0.583v4.328h-2.334v-5.112c0-0.937-0.030-1.721-0.061-2.395h2.027l0.107 1.043h0.047c0.307-0.49 1.060-1.212 2.318-1.212 1.535 0 2.686 1.028 2.686 3.239v4.439z"> 440</path> 441</symbol> 442<symbol id="icon-google" viewBox="0 0 24 24"> 443<title>google</title> 444<path 445d="M12 0.48v0c6.362 0 11.52 5.158 11.52 11.52s-5.158 11.52-11.52 11.52c-6.362 0-11.52-5.158-11.52-11.52s5.158-11.52 11.52-11.52zM18.125 11.443h-1.114v-1.114h-1.114v1.114h-1.114v1.114h1.114v1.114h1.114v-1.114h1.114zM9.773 11.443v1.336h2.21c-0.089 0.573-0.668 1.681-2.21 1.681-1.331 0-2.416-1.102-2.416-2.461s1.086-2.461 2.416-2.461c0.757 0 1.264 0.323 1.553 0.601l1.058-1.019c-0.679-0.635-1.559-1.019-2.611-1.019-2.155 0-3.897 1.743-3.897 3.897s1.743 3.897 3.897 3.897c2.249 0 3.742-1.581 3.742-3.808 0-0.256-0.028-0.451-0.061-0.646h-3.68z"> 446</path> 447</symbol> 448<symbol id="icon-youtube" viewBox="0 0 24 24"> 449<title>youtube</title> 450<path 451d="M13.924 11.8l-2.695-1.258c-0.235-0.109-0.428 0.013-0.428 0.274v2.369c0 0.26 0.193 0.383 0.428 0.274l2.694-1.258c0.236-0.11 0.236-0.29 0.001-0.401zM12 0.48c-6.362 0-11.52 5.158
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510<symbol id="icon-brokercheck" viewBox="0 0 100 100"> 511<title>brokercheck</title> 512<path 513d="M67.057,60.029a2.968,2.968,0,0,0-4.2-.119,19.351,19.351,0,1,1,.8-27.341A2.968,2.968,0,1,0,67.976,28.5a25.288,25.288,0,1,0-1.038,35.728A2.968,2.968,0,0,0,67.057,60.029Z" /> 514<path 515d="M47.714,32.506a0.654,0.654,0,0,0-.49-1.185,14.61,14.61,0,0,0-9.183,23.649,0.611,0.611,0,0,0,1.084-.506C37.286,46.088,39.185,37.392,47.714,32.506Z" /> 516<path 517d="M63.814,69.544a0.906,0.906,0,0,0-1.222-.374l-3.7,1.965a0.9,0.9,0,1,0,.848,1.6l3.7-1.965A0.906,0.906,0,0,0,63.814,69.544Z" /> 518<path 519d="M70.211,80.4l-3.455-6.5a3.1,3.1,0,1,0-5.47,2.909l3.455,6.5A3.1,3.1,0,0,0,70.211,80.4Zm-1.012,1.8a0.948,0.948,0,0,1-1.278-.391l-1.21-2.276a0.945,0.945,0,1,1,1.669-.887l1.21,2.276A0.948,0.948,0,0,1,69.2,82.209Z" /> 520</symbol> 521<symbol id="icon-brokercheck-color" viewBox="0 0 100 100"> 522<title>brokercheck</title> 523<path 524d="M67.057,60.029a2.968,2.968,0,0,0-4.2-.119,19.351,19.351,0,1,1,.8-27.341A2.968,2.968,0,1,0,67.976,28.5a25.288,25.288,0,1,0-1.038,35.728A2.968,2.968,0,0,0,67.057,60.029Z" 525fill="#1965A2" /> 526<path 527d="M47.714,32.506a0.654,0.654,0,0,0-.49-1.185,14.61,14.61,0,0,0-9.183,23.649,0.611,0.611,0,0,0,1.084-.506C37.286,46.088,39.185,37.392,47.714,32.506Z" 528fill="#4DA3DB" /> 529<path 530d="M63.814,69.544a0.906,0.906,0,0,0-1.222-.374l-3.7,1.965a0.9,0.9,0,1,0,.848,1.6l3.7-1.965A0.906,0.906,0,0,0,63.814,69.544Z" 531fill="#CF3317" /> 532<path 533d="M70.211,80.4l-3.455-6.5a3.1,3.1,0,1,0-5.47,2.909l3.455,6.5A3.1,3.1,0,0,0,70.211,80.4Zm-1.012,1.8a0.948,0.948,0,0,1-1.278-.391l-1.21-2.276a0.945,0.945,0,1,1,1.669-.887l1.21,2.276A0.948,0.948,0,0,1,69.2,82.209Z" 534fill="#CF3317" /> 535</symbol> 536<symbol id="icon-play" viewBox="0 0 100 100"> 537<title>Play</title> 538<polygon points="31.934 26.442 72.233 50 31.934 73.558 31.934 26.442" /> 539</symbol> 540<symbol id="icon-pause" viewBox="0 0 100 100"> 541<title>Pause</title> 542<polygon points="69.093 80 69.093 20 58.193 20 58.193 80 69.093 80" /> 543<polygon points="41.807 80 41.807 20 30.907 20 30.907 80 41.807 80" /> 544</symbol> 545 546</defs> 547</svg> 548 549 550 551<header id="header" role="banner"> 552<div class="header-inner"> 553 554 555<div id="logo"> 556<a href="/"> 557 558<img src="https://static.twentyoverten.com/621cf83921550644ef32a966/taF6S0pCMA/Forthright_Full.png" alt="Logo for Forthright Family Wealth"class="is-default"> 559 560<img src="https://static.twentyoverten.com/621cf83921550644ef32a966/Yjb4BIdyaD/Forthright_Full-white.png" alt="" class="is-alternate"> 561 562 563</a> 564</div> 565 566 567 568<div class="menu-toggle"> 569<div class="menu-size"> 570<span></span> 571</div> 572</div> 573<nav id="main-navigation"> 574<ul> 575 576 577 578 579<li class="active"> 580<a href="/our-clients" data-section="our-clients"> 581Our Clients 582</a> 583</li> 584 585 586 587 588 589<li> 590<a href="/how-we-serve" data-section="how-we-serve"> 591How We Serve 592</a> 593</li> 594 595 596 597 598 599<li> 600<a href="/about-us" data-section="about-us"> 601About Us 602</a> 603</li> 604 605 606 607 608 609<li> 610<a href="/disclosures" data-section="disclosures"> 611Disclosures 612</a> 613</li> 614 615 616 617 618 619<li> 620<a href="/disclosures" class="btn">Contact</a> 621</li> 622 623 624 625 626 627<li> 628<a href="/client-login" class="btn">Client Login</a> 629</li> 630 631 632 633 634</ul> 635</nav> 636 637</div> 638</header> 639 640 641 642 643<section id="section-home" class="section page-section"> 644 645 646 647 648<div class="divider home-divider is-100"> 649 650 651<div class="bg" style="background-image:url('https://static.twentyoverten.com/621cf83921550644ef32a966/u1gD0Dt2Yc/AdobeStock_103038751-1.jpeg'); background-position: center center; background-repeat: no-repeat; background-attachment: fixed; background-size: cover;"></div> 652 653 654 655<div class="overlay"> 656<div class="container"> 657 658 659<div class="header-push"></div> 660 661 662<div class="hero-content" data-location="hero_content" data-id="6a5943747404843deda7f271" data-type="hero"> 663<h1 class="is-m0" id="isPasted" style="text-align: center;">We Serve as the </h1><h1 class="is-m0" style="text-align: center;">Chief Financial Officer</h1><h1 class="is-mt0" style="text-align: center;">to Families.</h1><h3 style="text-align: center;">Build the<strong> right </strong>plan<strong>. </strong></h3><h3 style="text-align: center;">Build the plan <strong>right</strong>. </h3><h3 style="text-align: center;">Ensure our <strong>clientâs success</strong>.</h3> 664</div> 665</div> 666</div> 667 668</div> 669 670 671 672 673 674</section> 675 676<section id="section-our-clients" class="section page-section"> 677 678 679 680 681 682<div class="main-content-wrapper"> 683 684 685<div class="container"> 686<div class="main-content" data-location="content" data-id="6a5943747404843deda7f279" data-type="page"> 687<h1 class="is-mt0" style="text-align: center;">Our Clients</h1> 688<div class="row center-xs"><span class="delete-row"></span> 689<div class="col-xs-12 col-sm-10"> 690 691<p style="text-align: center;">Individuals and their families engage in two successful enterprises across their lifeâs journey: wealth creation and wealth management. Along the way, families encounter risks to their wealth, and they wonder whether theyâll sufficiently realize, protect, and fulfill their dreams. Successful families seek advice and guidance. They pursue a well-conceived plan. Through discipline, diligence, and dedication, successful families create a legacy of wealth for their heirs.</p> 692</div> 693 694</div> 695 696<p> 697<br> 698</p> 699<div class="callout full-bg flush-bottom"><img src="https://static.twentyoverten.com/621cf83921550644ef32a966/rOwGpkweQ_H/Trees-1.jpg" style="display: block; vertical-align: top; margin: 0px auto;" class="full-bleed" alt=""> 700 701<div class="row center-xs"> 702<div class="col-xs-12 col-sm-6 col-md-3 botmargin"> 703<div class="flip card white-bg"> 704<div class="card-content"> 705<div class="front"> 706 707<p><img src="https://static.twentyoverten.com/621cf83921550644ef32a966/NMeJD1BaZS/money-2.svg" style="display: block; vertical-align: top; margin: 0px auto; text-align: center; width: 65px;" alt=""></p> 708 709<h3 class="accented">Wealth Creation Enterprise</h3> 710 711 712</div> 713<div class="back"> 714 715<p class="is-m0">Our clients work hard and thrive. Theyâre prosperous across their professional career, wherein they create their wealth.</p> 716</div> 717</div> 718</div> 719</div> 720<div class="col-xs-12 col-sm-6 col-md-3 botmargin"> 721<div class="flip card white-bg"> 722<div class="card-content"> 723<div class="front"> 724 725<p><img src="https://static.twentyoverten.com/621cf83921550644ef32a966/8CspG3saaet/portfolio.svg" style="display: block; vertical-align: top; margin: 0px auto; text-align: center; width: 65px;" alt=""></p> 726 727<h3 class="accented">Wealth Management Enterprise</h3> 728</div> 729<div class="back"> 730 731<p class="is-m0">Our clients save, invest, and grow. With personal savings, prudent investments, and perhaps inheritance, they grow their wealth.</p> 732</div> 733</div> 734</div> 735</div> 736<div class="col-xs-12 col-sm-6 col-md-3 botmargin"> 737<div class="flip card white-bg"> 738<div class="card-content"> 739<div class="front"> 740 741<p><img src="https://static.twentyoverten.com/621cf83921550644ef32a966/k306QhWLhCY/risk-3.svg" style="display: block; vertical-align: top; margin: 0px auto; text-align: center; width: 65px;" alt=""></p> 742 743<h3 class="accented">Risks to Wealth</h3> 744</div> 745<div class="back"> 746 747<p class="is-m0">
747Families have three existential risks worrying them: dying too young, outliving their wealth, and poor decision-making in life.</p> 748</div> 749</div> 750</div> 751</div> 752<div class="col-xs-12 col-sm-6 col-md-3 botmargin"> 753<div class="flip card white-bg"> 754<div class="card-content"> 755<div class="front"> 756 757<p><img src="https://static.twentyoverten.com/621cf83921550644ef32a966/ffzfuKIk7T-/checklist-5.svg" style="display: block; vertical-align: top; margin: 0px auto; text-align: center; width: 65px;" alt=""></p> 758 759<h3 class="accented">A Legacy of Wealth</h3> 760</div> 761<div class="back"> 762 763<p class="is-m0">Our clients seek purpose and direction. Quality advice and navigation. A safe harbor for their wealth. A successful journey. A long-lasting legacy.</p> 764</div> 765</div> 766</div> 767</div> 768 769</div></div> 770</div> 771</div> 772 773 774</div> 775 776 777 778 779</section> 780 781<section id="section-how-we-serve" class="section page-section"> 782 783 784 785 786 787<div class="main-content-wrapper"> 788 789 790<div class="container"> 791<div class="main-content" data-location="content" data-id="6a5943747404843deda7f275" data-type="page"> 792<h1 class="is-mt0" style="text-align: center;">How We Serve</h1> 793<div class="row center-xs"><span class="delete-row"></span> 794<div class="col-xs-12 col-sm-10 botmargin"> 795 796<p id="isPasted" style="text-align: center;">As their Family CFO, we serve as fiduciaries, guiding our clients with clarity and purpose. We help our clients build, manage, protect, and transition their wealth. We help our clients mitigate these three existential risks that worry them. We help our clients fulfill their promises to themselves and future generations.</p> 797</div> 798</div> 799 800<p> 801<br> 802</p> 803<div class="callout full-bg"><img src="https://static.twentyoverten.com/621cf83921550644ef32a966/snwA9NZ9Lc/Plantation_Tree-1.jpg" style="display: block; vertical-align: top; margin: 0px auto;" class="full-bleed" alt=""> 804 805<div class="row center-xs"> 806<div class="col-xs-12 col-sm-6 col-md-3 botmargin"> 807<div class="flip card white-bg"> 808<div class="card-content"> 809<div class="front"> 810 811<p><img src="https://static.twentyoverten.com/621cf83921550644ef32a966/2aOOkxrTVK/economy.svg" style="display: block; vertical-align: top; margin: 0px auto; text-align: center; width: 65px;" alt=""></p> 812 813<h3 class="accented">Build Wealth</h3> 814 815</div> 816<div class="back"> 817 818<h4 class="accented">Investable Assets</h4> 819<hr> 820 821<p class="is-m0">Our evidence-based investment approach is grounded in economic theory and backed by decades of empirical research. It is clear, understandable, and objective.</p> 822</div> 823</div> 824</div> 825</div> 826<div class="col-xs-12 col-sm-6 col-md-3 botmargin"> 827<div class="flip card white-bg"> 828<div class="card-content"> 829<div class="front"> 830 831<p><img src="https://static.twentyoverten.com/621cf83921550644ef32a966/L5tM_D4r_u/investment-19.svg" style="display: block; vertical-align: top; margin: 0px auto; text-align: center; width: 65px;" alt=""></p> 832 833<h3 class="accented">Manage Wealth</h3> 834</div> 835<div class="back"> 836 837<h4 class="accented">Lending & Liabilities</h4> 838<hr> 839 840<p class="is-m0">We help clients simplify and structure the ways they access money. Customized credit solutions can play an important role in helping our clients achieve their goals.</p> 841</div> 842</div> 843</div> 844</div> 845<div class="col-xs-12 col-sm-6 col-md-3 botmargin"> 846<div class="flip card white-bg"> 847<div class="card-content"> 848<div class="front"> 849 850<p><img src="https://static.twentyoverten.com/621cf83921550644ef32a966/SUd38If43L/padlock-1.svg" style="display: block; vertical-align: top; margin: 0px auto; text-align: center; width: 65px;" alt=""></p> 851 852<h3 class="accented">Protect Wealth</h3> 853</div> 854<div class="back"> 855 856<h4 class="accented">Risk Management Services</h4> 857<hr> 858 859<p class="is-m0">We help clients navigate and rigorously defend against the existential risks to their wealth, between life and death, by making better decisions.</p> 860</div> 861</div> 862</div> 863</div> 864<div class="col-xs-12 col-sm-6 col-md-3 botmargin"> 865<div class="flip card white-bg"> 866<div class="card-content"> 867<div class="front"> 868 869<p><img src="https://static.twentyoverten.com/621cf83921550644ef32a966/VbPzKDvyxw2/mortgage-loan.svg" style="display: block; vertical-align: top; margin: 0px auto; text-align: center; width: 65px;" alt=""></p> 870 871<h3 class="accented">Transition Wealth</h3> 872</div> 873<div class="back"> 874 875<h4 class="accented">Family Systems & Planning</h4> 876<hr> 877 878<p class="is-m0">
878Families are cohesive, emotional units. We collaborate with our clients and their advisors to frame their family legacy and live their best lives across generations.</p> 879</div> 880</div> 881</div> 882</div> 883 884</div></div> 885</div> 886</div> 887 888 889</div> 890 891 892 893 894</section> 895 896<section id="section-about-us" class="section page-section"> 897 898 899 900 901 902<div class="main-content-wrapper"> 903 904 905<div class="container"> 906<div class="main-content" data-location="content" data-id="6a5943747404843deda7f277" data-type="page"> 907<div class="row middle-xs about-us"> 908<span class="delete-row"></span> 909<div class="col-xs-12 col-sm-7"> 910 911<h1 class="is-mt0">About Us</h1> 912 913<p id="isPasted">At Forthright, we are deeply committed to the discovery, development, implementation, and management of our clientâs private wealth plan. We begin by actively listening to our clients, discovering their unique situation, resulting in a clear and complete understanding of their family and life goals. We then study, test, analyze, model, and develop planning strategies to meet our clientâs goals.</p> 914 915<p>With our clientâs permission, we implement their private wealth plan in an independent and cost-effective manner. On an ongoing basis, we monitor & evaluate the performance of our clientâs plans, making adjustments for material changes in their lives or the markets.</p> 916 917<h3 class="accented">We are fee-only.</h3><h3 class="accented">We are fiduciaries.</h3><h3 class="accented">We are Forthright.</h3> 918 919</div> 920<div class="col-xs-12 col-sm-5"> 921 922<p class="is-m0"><img class="about-img" src="https://static.twentyoverten.com/621cf83921550644ef32a966/q2JBWTKfVj/compass-1.jpg" style="display: block; vertical-align: top; margin: 0px auto; text-align: center;" alt=""></p> 923</div> 924</div> 925</div> 926</div> 927 928 929</div> 930 931 932 933 934 935<section class="members-list"> 936<div class="members-wrapper"> 937 938<div class="member-item has-thumb show-5-up"> 939 940<a href="#" class="open-overlay"> 941 942 943<figure class="thumbnail"> 944<img src="https://static.twentyoverten.com/621cf83921550644ef32a966/KCs_oQYTwc/cropped/Neal2.jpg" alt="Neal D. Carlson, CFP® Photo"> 945 946<div class="overlay"></div> 947</figure> 948 949 950<header class="member-header"> 951<h3>Neal D. Carlson, CFP®</h3> 952 953<div class="member-title">Founder, Managing Director</div> 954 955 956<span class="read-bio"> 957Read Bio 958<svg class="icon"> 959<use xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="#icon-external"></use> 960</svg> 961</span> 962 963</header> 964 965</a> 966 967 968<div class="member-content overlay-content"> 969 970<button class="close-overlay">Close</button> 971 972<div class="overlay-content-wrapper"> 973<div class="row"><span class="delete-row"></span> 974<div class="col-xs-12 col-sm-5 col-md-4"> 975<aside class="sidebar sidebar-left"> 976 977<p class="is-mb0"><img src="https://static.twentyoverten.com/621cf83921550644ef32a966/lVqkMtmOCX/Neal2-1.jpg" style="display: block; vertical-align: top; margin: 5px auto; text-align: center;" alt="Neal D. Carlson"></p> 978</aside> 979</div> 980<div class="col-xs-12 col-sm-7 col-md-8"> 981 982<h2 class="accented">Neal D. Carlson, CFP®</h2> 983 984<h4>Founder, Managing Director</h4> 985 986<p> 987<a aria-label="linkedin" class="social-link" href="https://www.linkedin.com/in/nealdcarlson/" rel="noopener noreferrer" target="_blank"> 988<svg class="icon" aria-hidden="true" focusable="false"> 989 <use xlink:href="#icon-linkedin"></use> 990 </svg> 991</a> 992<br> 993</p> 994 995<p>Neal graduated from the US Military Academy, West Point with a BS degree in 996 mathematical economics, and a double major in art, philosophy, and literature. 997 Commissioned into the US Army Corps of Engineers, Neal served for five years 998 as a combat engineer, with a tour in Bosnia-Herzegovina. His final assignment 999 as a captain was as a special aide and speechwriter for the general officer 1000 commanding the US Armyâs III Corps. 1001</p><p>âI was honored to have the opportunity to serve,â he says, âparticularly at various 1002 levels, with increasing responsibilities. There are no finer people than soldiers, and 1003 to be one of them, to lead them, was such an exceptional, humbling experience.â 1004</p><p>Neal returned to Houston, where he graduated from Rice University with an MBA 1005 and expressed a keen interest in both entrepreneurship and wealth management. 1006 He joined Goldman Sachs, where he spent his first nine years building his advisory 1007 practice, tailored towards the unique needs of wealthy families. His team later 1008 joined Credit Suisse, and upon that firmâs exit of their US-based private bank, he 1009 and his team transitioned with several other teams to Wells Fargoâs private bank. 1010</p><p>âHaving had the opportunity to advise families on the full spectrum of their wealth 1011 management for over twelve years â from Goldman Sachs to Credit Suisse to 1012 Wells Fargo,â he recalls, âI kept hearing from my clients their desire for more 1013 clarity, empathy, and independence, with minimal selling and zero conflicts. This
1014 led me to found Forthright Family Wealth â a fee-only, fiduciary firm.â 1015</p><p>As their Family CFO, Neal and his team serve their clients as fiduciaries, guiding 1016 them with clarity and purpose, unencumbered by conflicts. They help their clients 1017 build, manage, protect, and transition their wealth. They assist their clients in 1018 mitigating the existential risks to wealth that worry them. They help their clients fulfill 1019 their promises to themselves and future generations. 1020</p><p>Neal and his wife Kristen live in the Memorial area of Houston, with their two 1021 daughters. 1022 1023<br> 1024</p></div></div> 1025</div> 1026</div> 1027 1028 1029</div> 1030 1031<div class="member-item has-thumb show-5-up"> 1032 1033<a href="#" class="open-overlay"> 1034 1035 1036<figure class="thumbnail"> 1037<img src="https://static.twentyoverten.com/621cf83921550644ef32a966/PuZ9cL3T6m/cropped/Erica3.jpg" alt="Erica Y. Abarca Photo"> 1038 1039<div class="overlay"></div> 1040</figure> 1041 1042 1043<header class="member-header"> 1044<h3>Erica Y. Abarca</h3> 1045 1046<div class="member-title">Director of Client Operations</div> 1047 1048 1049<span class="read-bio"> 1050Read Bio 1051<svg class="icon"> 1052<use xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="#icon-external"></use> 1053</svg> 1054</span> 1055 1056</header> 1057 1058</a> 1059 1060 1061<div class="member-content overlay-content"> 1062 1063<button class="close-overlay">Close</button> 1064 1065<div class="overlay-content-wrapper"> 1066<div class="row"><span class="delete-row"></span> 1067<div class="col-xs-12 col-sm-5 col-md-4"> 1068<aside class="sidebar sidebar-left"> 1069 1070<p class="is-mb0"><img src="https://static.twentyoverten.com/621cf83921550644ef32a966/iowy-4NAga/Erica3-1.jpg" style="display: block; vertical-align: top; margin: 5px auto; text-align: center;" alt="Erica Y. Abarca"></p> 1071</aside> 1072</div> 1073<div class="col-xs-12 col-sm-7 col-md-8"> 1074 1075<h2 class="accented">Erica Y. Abarca</h2> 1076 1077<h4>DIRECTOR OF CLIENT OPERATIONs</h4><p> 1078<a aria-label="linkedin" class="social-link" href="https://www.linkedin.com/in/ericaabarca/" rel="noopener noreferrer" target="_blank"> 1079<svg class="icon" aria-hidden="true" focusable="false"> 1080 <use xlink:href="#icon-linkedin"></use> 1081 </svg> 1082</a> 1083<a aria-label="linkedin" class="social-link" href="#linkedin" target="_blank"><svg class="icon" aria-hidden="true" focusable="false"></svg></a><br> 1084</p> 1085 1086<p>Erica is the Director of Client Operations at Forthright Family Wealth. She joined Forthright in early 2022, having served over twenty years in client relations, operations, and project management, with increasing responsibilities at prior firms Westwood Trust, Avalon Advisors, Global Financial Services and alliantgroup.</p><p></p><p>When asked about the most fulfilling part of her job, Erica responded, "the most fulfilling aspect of what I do, is knowing I played a key part in the overall client experience... I have been fortunate that my varied roles in financial services have allowed for me to guide every step of the client experience, ensuring an overall positive experience for our clients.â</p><p></p><p>Erica holds a BS in Business Management from University of Phoenix and the CFA Institute Investment Foundations Certificate.</p><p></p><p>Erica and her family currently reside in Northwest Houston.</p><p><br></p><p> 1087<br> 1088</p></div></div> 1089</div> 1090</div> 1091 1092 1093</div> 1094 1095</div> 1096</section> 1097 1098 1099 1100</section> 1101 1102<section id="section-disclosures" class="section page-section"> 1103 1104 1105 1106 1107<div class="divider is-65"> 1108 1109 1110<div class="bg" style="background-image:url('https://static.twentyoverten.com/621cf83921550644ef32a966/UNZ4oC1dSF/img_landscape-1.jpg'); background-position: center center; background-repeat: no-repeat; background-attachment: scroll; background-size: cover;"></div> 1111 1112 1113 1114<div class="overlay"> 1115<div class="container"> 1116 1117 1118 1119<div class="hero-content" data-location="hero_content" data-id="6a5943747404843deda7f281" data-type="hero"> 1120<p><br></p> 1121<p><br></p> 1122</div> 1123</div> 1124</div> 1125 1126</div> 1127 1128 1129 1130 1131 1132</section> 1133 1134 1135<footer class="footer" role="contentinfo"> 1136<div class="footer-wrapper"> 1137<div class="container"> 1138<div class="footer-content" data-location="footer" data-id="6a5943747404843deda7f279" data-type="footer"> 1139<div class="row"> 1140<span class="delete-row"></span> 1141<div class="col-xs-12 col-sm-4 botmargin"> 1142 1143<h3>Forthright Family Wealth</h3> 1144 1145<h4><br></h4><h4>Location</h4> 1146 1147<p class="is-mb0" id="isPasted">825 Town & Country Lane,</p><p class="is-mb0">12th Floor</p> 1148 1149<p>Houston, Texas 77024</p> 1150 1151<h4 class="is-mb0">Contact</h4> 1152 1153<p class="is-mb0">713.510.3510</p> 1154 1155<p class="is-mb0"><a href="mailto:[email protected]">[email protected]</a></p> 1156</div> 1157<div class="col-xs-12 col-sm-8 botmargin"> 1158<p class="disclaimer is-mb0" id="isPasted">Forthright Family Wealth Advisory LLC (the âFirmâ) is a registered investment adviser (RIA) with the United States Securities and Exchange Commission (SEC). SEC registration does not constitute an endorsement of the firm by the C
1158ommission nor does it indicate that the adviser has attained a particular level of skill or ability. Forthrightwealth.com (the âWebsiteâ) is designed to provide information to the general public about the Firm and to be a source of general information regarding the Firm and its investment services. The information on the Website has not been approved or verified by the SEC or by any state securities authority. By using this website, you accept our Terms of Use outlined in Legal Notices and Privacy Notice. The Firm offers investment advisory services only in states where we are registered, have completed a notice filing or where an exemption or exclusion from such notice filing exists. The content on the Website is for informational purposes only and does not constitute a complete description of the Firmâs investment advisory services. This information is provided, on a confidential basis, for informational purposes, nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. The information contained in this material does not purport to be complete, is only current as of the date indicated, and may be superseded by subsequent market events or for other reasons without notice. Forthright Family Wealth Advisory LLC is not a law firm or CPA firm and does not provide legal advice or tax advice. There are associated risks with all investments and those risks are described in our investment advisory agreement. Certain investments are not suitable for all investors and are not available to Firmâs clients. Before investing, consider your investment objectives and the Firmâs fees. Any historical returns, expected returns or probability projections are hypothetical in nature and may not reflect actual future performance. There can be no guarantee that a client will achieve the intended investment returns or objectives. Past performance is no guarantee of future results.</p> 1159 1160</div> 1161 1162</div><p class="disclaimer is-m0"> 1163<br> 1164</p><p class="disclaimer"><a href="https://static.twentyoverten.com/621cf83921550644ef32a966/x6SFT-RUkdjZ/2026-03-31-Form-CRS-FFW.pdf" rel="noopener noreferrer" target="_blank">Form CRS</a> | <a href="https://static.twentyoverten.com/621cf83921550644ef32a966/_0S4wwGPikAh/2026-3-31-Form-ADV-Part-2A-FFW.pdf" rel="noopener noreferrer" target="_blank">Form ADV 2A</a> | <a href="https://static.twentyoverten.com/621cf83921550644ef32a966/lrT7y7mYkrQZ/2026-03-31-Schedule-C-Privacy-Notice-IMA-FFW-Google-Docs.pdf" rel="noopener noreferrer" target="_blank">Privacy Notice</a> | <a href="https://static.twentyoverten.com/621cf83921550644ef32a966/rTTRVupzxFC/2024-03-18-Important-Disclosures-FFW-COP.pdf" rel="noopener noreferrer" target="_blank">Important Disclosures</a></p><p class="disclaimer is-mb0">Copyright © 2025 Forthright Family Wealth. All Rights Reserved.</p> 1165</div> 1166<div id="tot_badge"> 1167<p> 1168<a href="https://twentyoverten.com" target="_blank"> 1169 1170<img src="data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 30 30'%3E%3Cpath d='M15,1.75A13.25,13.25,0,1,1,1.75,15,13.27,13.27,0,0,1,15,1.75M15,0A15,15,0,1,0,30,15,15,15,0,0,0,15,0h0Z' fill='%23bf6c42'/%3E%3Cpath d='M13.13,6.39a0.6,0.6,0,0,1,.57-0.63h0.72a0.6,0.6,0,0,1,.64.63V9h1a0.6,0.6,0,0,1,.64.63V10a0.61,0.61,0,0,1-.56.65H15.06v6.73c0,0.82.21,1.06,0.93,1.06h0.47a0.6,0.6,0,0,1,.64.63v0.4a0.61,0.61,0,0,1-.57.64h-0.6c-2,0-2.85-.82-2.85-2.73v-11h0Z' fill='%23bf6c42'/%3E%3Cpath d='M17.38,23.6a0.64,0.64,0,0,1-.64.63H13.28a0.64,0.64,0,0,1-.64-0.63V23.05a0.64,0.64,0,0,1,.64-0.59h3.44a0.64,0.64,0,0,1,.64.63V23.6Z' fill='%23bf6c42'/%3E%3C/svg%3E" alt="Financial Advisor Websites by Twenty Over Ten"> 1171 1172<span>Powered by Twenty Over Ten</span> 1173</a> 1174</p> 1175</div> 1176</div> 1177</div> 1178 1179</footer> 1180 1181
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