FORSYTHE WEALTH MANAGEMENT, INC.

Overview

Forsythe Wealth Management, Inc. is an independent registered investment advisor organized as a corporation and owned by an individual. The firm focuses on financial planning and portfolio management for individuals, families and small-business clients, and also serves institutional accounts. Fee arrangements include a percentage-of-AUM model for ongoing portfolio work and hourly charges for advisory or planning engagements. The advisory mandate appears predominantly discretionary — the firm reports all $79.4M as discretionary assets — and it leans on pooled public funds as the core of client portfolios while supplementing those holdings with private-market allocations through third‑party managers. Forsythe is not flagged as an active ESG investor and does not present as a multi‑state advisory platform. It is not structured as a capital allocator; rather, it sources alternative exposures through external fund managers and private placement vehicles. Custody and trade execution are centralized with Charles Schwab & Co., Inc., a relationship that supports consolidated reporting and custody for the firm’s client accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices