Forward Wealth Management

Forward Wealth Management operates as a multi-family office and registered investment adviser (RIA) based in Parsippany, New Jersey. It serves multiple client families and individuals rather than a single source of wealth. The firm's public filings and client disclosures confirm its structure as an independent advisory practice, not a dedicated office for one founding family.

Anthony Andriulli, the founder and CEO, leads investment decisions at Forward Wealth Management. As the firm's chief executive and primary advisor, he oversees asset allocation, manager selection, and portfolio construction across client accounts. The firm does not publicize a separate CIO or investment committee, consistent with a founder-led boutique structure.

Forward Wealth Management holds both investment advisory and tax preparation capabilities under one roof, allowing the firm to manage portfolios and file client tax returns without relying on external CPAs. This structure gives the firm real-time visibility into capital gains, wash sales, and distribution timing, enabling direct coordination between investment decisions and their tax implications. For clients with concentrated stock positions or partnership income, this integration reduces the risk of unexpected tax liabilities.

Forward Wealth Management does not operate a proprietary venture capital or direct private equity program. The firm provides access to private markets through third-party funds, structured notes, and interval funds where appropriate for accredited clients. Its core investment approach centers on publicly traded securities, municipal bonds, and tax-managed equity strategies implemented through separately managed accounts.

Forward Wealth Management serves business owners, corporate executives, professionals, and multi-generational families concentrated in Northern New Jersey and the New York metropolitan area. Typical clients include partners at law and accounting firms, healthcare practitioners, and technology managers with significant exposure to employer stock or partnership income. The firm's tax-integrated model is designed for clients who face complex annual tax filings alongside their investment management needs.

Forward Wealth Management does not operate a standalone philanthropic foundation, donor-advised fund platform, or charitable trust company. The firm advises clients on charitable giving strategies, including the use of donor-advised funds and private foundations, but those vehicles are maintained through third-party custodians and sponsoring organizations rather than under the Forward umbrella.

Forward Wealth Management operates as a fee-only registered investment adviser, meaning it is compensated directly by clients through asset-based fees or fixed retainer arrangements rather than commissions or product sales. This fiduciary structure aligns the firm's incentives with client outcomes and avoids the conflicts associated with commission-based brokerage models. The firm's Form ADV disclosures would provide specific fee schedules and any disclosed conflicts.