Forthright Wealth Management, LLC
ForthRight Wealth Management, LLC is a registered investment adviser headquartered in Alpharetta, Georgia. Founded in 2018, the firm offers personalized financial planning and investment advisory services to individuals and high-net-worth individuals, with a specific emphasis on risk management and individualized client goals. The firm serves over 1,600 accounts with a team of approximately 10 employees, including both investment professionals and support staff.
Investment Strategy
ForthRight Wealth Management focuses on individualized, goal-based investment strategies that prioritize each client's unique objectives, time horizons, and risk tolerance. The firm emphasizes diversification through portfolios of equities and exchange-traded funds (ETFs), portfolio rebalancing, and long-term wealth accumulation, with an emphasis on retirement planning and risk management.
Top Holdings
Equity Positions (64)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 14.06% | $45.1M | 79,374 | $366.86 | $568.03 | +$5.8M |
S SCHD | SCHWAB STRATEGIC TR | 9.96% | $31.9M | 1,205,516 | $25.48 | $26.50 | +$2.3M |
I IUSV | ISHARES TR | 8.61% | $27.6M | 291,869 | $67.54 | $94.63 | +$1.2M |
I IUSG | ISHARES TR | 8.49% | $27.2M | 181,076 | $93.25 | $150.40 | +$5.0M |
N NOBL | PROSHARES TR | 7.70% | $24.7M | 245,132 | $83.05 | $100.70 | -$10.3M |