# Forward Wealth Management

Forward Wealth Management is a Multi Family Office based in Charlotte, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Charlotte, United States
- **Region:** North America
- **Address:** Parsippany, NJ, United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/stephen-miller-3a523361

## Regulatory record

- **CRD number:** 171362
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171362

## About

FORWARD WEALTH MANAGEMENT, LLC is a state-registered investment adviser in CHARLOTTE, NC. The firm manages $94 million in assets, $93 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## People

- Anthony Andriulli — Founder and CEO

## Questions

### How does Forward Wealth Management integrate tax planning with portfolio management?

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.

### Does Forward Wealth Management participate in direct private equity or venture deals?

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.

### What client types does Forward Wealth Management typically serve?

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.

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- [Seletto Value](https://altss.com/profile/seletto-value-llc)
- [H. Anthony Ruckel](https://altss.com/profile/h-anthony-ruckel)

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Last updated: 2026-08-10T19:36:47.593Z

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