Forest Asset Management (FAM) is a family of professionals who help clients make intelligent decisions with their money. We are a comprehensive wealth management firm in Chicago’s near west suburbs. We serve individuals, families, and businesses with our deep knowledge of financial planning, which includes: investment advice, tax planning, risk management, retirement planning, and estate planning.
As a fee-only financial advisor, we accept no commissions or revenue sharing of any kind. We are fiduciaries - our loyalty is to our clients, and not to companies promoting their products. Your best interests are our top priority.
At Forest Asset Management, we know the financial decisions you make now will significantly affect your and your family’s future plans. We take that responsibility very seriously. We guide you through your complex financial life and help you weigh the pros and cons of your particular situation. Let’s work together to cultivate your financial growth and accomplish your goals.
Our Values
Integrity
Our clients receive value-added services and solutions spanning all areas of financial planning.
Transparency
Our advice is easy to understand as we break down complex problems into manageable parts.
Care
We have deep relationships with our clients, down to knowing their children and working jointly with their other trusted advisors on their behalf.