Engineered to perform.

Forrest Robertson CFP®

Personal Wealth Advisor


WHAT’S THE BEST THING ABOUT YOUR JOB?
Getting to know clients on a personal level. As an advisor, I become acquainted with personal and intimate details of their lives: their goals, aspirations, fears and successes. I have watched children grow up and go to college and I have attended the funerals of close friends.

WHAT MAKES YOU PROUD OF WORKING HERE?
Our ability to deliver cutting edge investment solutions: science-based public market management, access to private equity and debt, and goal-focused financial planning. No other firm in our local market can do this.

WHAT DO YOU DO IN YOUR SPARE TIME?
I’m married with 7 children, so family life and events dictate much of what I do. Personally, I like to read, go running and am a huge sports fan.

FAVORITE QUOTE?
“An investment in knowledge pays the best interest.”


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