Our Clients

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.

How We Serve

As their Family CFO, we serve as fiduciaries, guiding our clients with clarity and purpose, unencumbered by conflicts. 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.

About Us

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.

With our client’s permission, we implement their private wealth plan in an independent, objective, unbiased, and cost-effective manner. On an ongoing basis, we monitor & evaluate the performance of our client’s plans, making adjustments for material changes in their lives or the markets.

We are fee-only. We are fiduciaries. We are Forthright.

About Us
Neal D. Carlson
Neal D. Carlson
Founder, Managing Director
READ BIO linkedin-normal linkedin-hover
Laura E. Garza
Laura E. Garza
Director, Client Operations
READ BIO linkedin-normal linkedin-hover