Forest Asset Management (FAM) is a family of professionals who help clients make smart decisions with their money. We are a comprehensive wealth management firm located in Chicago’s near west suburbs. We serve individuals, families, and businesses with our deep knowledge in financial planning, tax, risk management, retirement planning, and investment advice.
We make a personal commitment to every client and constantly educate ourselves to stay at the top of our field. We manage our client’s financial lives utilizing exceptional resources and affiliations, which helps us achieve their goals.
As a fee-only financial advisor, we accept no commissions or revenue sharing of any kind. Our loyalty is to you, the 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 have major consequences on 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.
Our Values
Integrity
Our clients receive value-added services and solutions that span across all areas of financial planning.
Transparency
The advice we give is easy to understand, as we break down your complex problems into manageable parts.
Care
We have deep relationships with our clients, down to knowing their children and working on their behalf or in conjunction with their other trusted advisors.