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https://forthrightwealth.com/our-clients

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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 — 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>
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418</path>
419</symbol>
420<symbol id="icon-twitter" viewBox="0 0 24 24">
421<title>twitter</title>
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424</path>
425</symbol>
426<symbol id="icon-instagram" viewBox="0 0 24 24">
427<title>instagram</title>
428<path
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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
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440</path>
441</symbol>
442<symbol id="icon-google" viewBox="0 0 24 24">
443<title>google</title>
444<path
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446</path>
447</symbol>
448<symbol id="icon-youtube" viewBox="0 0 24 24">
449<title>youtube</title>
450<path
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452</path>
453</symbol>
454<symbol id="icon-vimeo" viewBox="0 0 24 24">
455<title>vimeo</title>
456<path
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458</path>
459</symbol>
460<symbol id="icon-tumblr" viewBox="0 0 24 24">
461<title>tumblr</title>
462<path
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464</path>
465</symbol>
466<symbol id="icon-yelp" viewBox="0 0 24 24">
467<title>yelp</title>
468<path
469d="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 11.52-11.52zM13.716 13.671v0c0 0-0.3-0.080-0.499 0.122-0.218 0.221-0.034 0.623-0.034 0.623l1.635 2.755c0 0 0.268 0.363 0.501 0.363s0.464-0.193 0.464-0.193l1.292-1.864c0 0 0.131-0.235 0.133-0.441 0.005-0.293-0.433-0.373-0.433-0.373l-3.059-0.991zM13.062 12.406c0.156 0.268 0.588 0.19 0.588 0.19l3.052-0.9c0 0 0.416-0.171 0.475-0.398 0.058-0.228-0.069-0.503-0.069-0.503l-1.459-1.734c0 0-0.126-0.219-0.389-0.241-0.29-0.025-0.467 0.329-0.467 0.329l-1.725 2.739c0.001-0.001-0.151 0.272-0.007 0.519v0zM11.62 11.338c0.359-0.089 0.417-0.616 0.417-0.616l-0.024-4.386c0 0-0.054-0.541-0.295-0.688-0.378-0.231-0.49-0.111-0.598-0.095l-2.534 0.95c0 0-0.248 0.083-0.377 0.292-0.185 0.296 0.187 0.73 0.187 0.73l2.633 3.624c0 0 0.26 0.271 0.591 0.189v0zM10.994 13.113c0.009-0.338-0.402-0.542-0.402-0.542l-2.724-1.388c0 0-0.404-0.168-0.6-0.051-0.149 0.089-0.283 0.252-0.295 0.394l-0.177 2.204c0 0-0.026 0.382 0.072 0.556 0.139 0.246 0.596 0.075 0.596 0.075l3.18-0.709c0.123-0.084 0.34-0.092 0.352-0.539v0zM11.785 14.302c-0.273-0.141-0.6 0.151-0.6 0.151l-2.129 2.366c0 0-0.266 0.362-0.198 0.584 0.064 0.208 0.169 0.312 0.318 0.385l2.138 0.681c0 0 0.259 0.054 0.456-0.003 0.279-0.082 0.227-0.522 0.227-0.522l0.048-3.203c0 0.001-0.011-0.308-0.26-0.438v0z">
470</path>
471</symbol>
472<symbol id="icon-rss" viewBox="0 0 24 24">
473<title>rss</title>
474<path
475d="M11.994 0.48c-6.362 0-11.514 5.152-11.514 11.514s5.152 11.514 11.514 11.514c6.362 0 11.514-5.152 11.514-11.514s-5.152-11.514-11.514-11.514v0zM9.112 16.68c-0.788 0-1.432-0.644-1.432-1.432s0.644-1.432 1.432-1.432c0.788 0 1.432 0.644 1.432 1.432s-0.644 1.432-1.432 1.432v0zM12.788 16.68c0-2.82-2.287-5.108-5.108-5.108v-1.499c3.642 0 6.607 2.954 6.607 6.607h-1.499zM15.775 16.68c0-4.475-3.631-8.095-8.095-8.095v-1.499c5.296 0 9.594 4.297 9.594 9.594h-1.499z">
476</path>
477</symbol>
478<symbol id="icon-email" viewBox="0 0 24 24">
479<title>email</title>
480<path
481d="M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm5.964,8.063L12.2,12.871a0.419,0.419,0,0,1-.391,0L6.036,8.063H17.964ZM5.2,8.724l4.084,3.4L5.2,15.293V8.724Zm0.87,7.213L10.1,12.8l1.044,0.866a1.341,1.341,0,0,0,1.718,0L13.9,12.8l4.027,3.133H6.07Zm12.73-.644-4.084-3.17,4.084-3.4v6.569Z">
482</path>
483</symbol>
484<symbol id="icon-podcast" viewBox="0 0 24 24">
485<title>podcast</title>
486<path
487d="M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0ZM10.1,7.9a1.9,1.9,0,0,1,3.793,0v3.793a1.9,1.9,0,1,1-3.793,0V7.9Zm2.519,8.03V18H11.378V15.926a4.386,4.386,0,0,1-3.793-4.237H8.652A3.281,3.281,0,0,0,12,14.918a3.281,3.281,0,0,0,3.348-3.229h1.066A4.386,4.386,0,0,1,12.622,15.926Z">
488</path>
489</symbol>
490<symbol id="icon-phone" viewBox="0 0 24 24">
491<title>phone</title>
492<path
493d="M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm6,15.47a.58.58,0,0,1-.178.509l-1.69,1.678a.968.968,0,0,1-.3.216,1.251,1.251,0,0,1-.362.114c-.009,0-.034,0-.077.00
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494</path>
495</symbol>
496<symbol id="icon-blog" viewBox="0 0 24 24">
497<title>blog</title>
498<path
499d="M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0ZM9.083,17H7V14.917l6.146-6.146,2.083,2.083Zm7.76-7.76-1.016,1.016L13.745,8.172,14.76,7.156a0.566,0.566,0,0,1,.781,0l1.3,1.3A0.566,0.566,0,0,1,16.844,9.24Z" />
500</symbol>
501<symbol id="icon-external" viewBox="0 0 24 24">
502<title>external</title>
503<path d="M21.984 12l-3.984 3.984v-3h-15v-1.969h15v-3z"></path>
504</symbol>
505<symbol id="icon-search" viewBox="0 0 24 24">
506<title>search</title>
507<path
508d="M17.611,15.843a9.859,9.859,0,1,0-1.769,1.769l6.379,6.379,1.769-1.769ZM9.836,17.17A7.334,7.334,0,1,1,17.17,9.836,7.342,7.342,0,0,1,9.836,17.17Z" />
509</symbol>
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>client’s 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 life’s journey: wealth creation and wealth management. Along the way, families encounter risks to their wealth, and they wonder whether they’ll 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. They’re 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 &amp; 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
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870
871<h3 class="accented">Transition Wealth</h3>
872</div>
873<div class="back">
874
875<h4 class="accented">Family Systems &amp; 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
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894</section>
895
896<section id="section-about-us" class="section page-section">
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907<div class="row middle-xs about-us">
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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 client’s 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 client’s goals.</p>
914
915<p>With our client’s permission, we implement their private wealth plan in an independent and cost-effective manner. On an ongoing basis, we monitor &amp; evaluate the performance of our client’s 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>
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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>
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935<section class="members-list">
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937
938<div class="member-item has-thumb show-5-up">
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940<a href="#" class="open-overlay">
941
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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
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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 Army’s III Corps.
1001</p><p>“I was honored to have the opportunity to serve,” he says, “particularly 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.”
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 firm’s exit of their US-based private bank, he
1009 and his team transitioned with several other teams to Wells Fargo’s private bank.
1010</p><p>“Having had the opportunity to advise families on the full spectrum of their wealth
1011 management for over twelve years – from Goldman Sachs to Credit Suisse to
1012 Wells Fargo,” he recalls, “I 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 – a fee-only, fiduciary firm.”
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>
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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">
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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>
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1084</p>
1085
1086<p>Erica is the Director of Client Operations at Forthright Family Wealth. &nbsp;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... &nbsp;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.”</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>
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1143<h3>Forthright Family Wealth</h3>
1144
1145<h4><br></h4><h4>Location</h4>
1146
1147<p class="is-mb0" id="isPasted">825 Town &amp; 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
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1158<p class="disclaimer is-mb0" id="isPasted">Forthright Family Wealth Advisory LLC (the “Firm”) 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 “Website”) 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 Firm’s 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 Firm’s clients. Before investing, consider your investment objectives and the Firm’s 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>
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