Wealth Forward, LLC
Wealth Forward, LLC is a registered investment adviser headquartered in Wayzata, Minnesota. The firm, also known as Ranstrom Berg Wealth Management, was founded to provide financial, retirement, and investment planning services primarily for high net worth individuals. As of 2025, the firm manages approximately $197 million in assets with a small and personalized team.
Investment Strategy
Wealth Forward, LLC focuses on comprehensive wealth management and financial planning for high net worth individuals. The firm constructs portfolios using a diverse range of assets, with a preference for exchange-traded funds (ETFs) and international securities, as indicated by its significant positions in tickers like RSP and VEA. The investment approach emphasizes long-term growth, risk management, and tailored solutions to meet the specific financial goals of each client.
Top Holdings
Equity Positions (34)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RSP | INVESCO EXCHANGE TRADED FD T | 13.98% | $20.8M | 114,506 | $157.82 | $181.74 | +$781.6K |
V VEA | VANGUARD TAX-MANAGED FDS | 13.72% | $20.4M | 358,244 | $48.47 | $57.01 | +$2.0M |
O OEF | ISHARES TR | 12.33% | $18.4M | 60,294 | $236.46 | $304.35 | +$1.9M |
F FNDA | SCHWAB STRATEGIC TR | 11.84% | $17.6M | 615,203 | $27.77 | $28.65 | +$617.9K |
F FNDX | SCHWAB STRATEGIC TR | 8.09% | $12.0M | 490,770 | $20.70 | $24.54 | +$345.0K |