Forward Thinking Wealth Management Revenue

Financial Services • Akron, Ohio, United States • 1-10 Employees

Forward Thinking Wealth Management revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Forward Thinking Wealth Management

Daniel P. Johnson

President

Company overview

Headquarters	1700 W. Market Street, 192, Akron, OH 44313, US
Phone number	+13308356205
Website	forwardthinkingwm.com
NAICS	52
SIC	628
Keywords	Investments, Risk Management, Wealth Management, Retirement Planning, Financial Planning, Special Needs, Tax Management, Physicians, Social Security, Retirees
Founded	2016
Employees	1-10
Socials

About Forward Thinking Wealth Management

Forward-Thinking Wealth Management is a virtual practice, revolving our services around the following concept: We are dedicated to helping our Physician and Retiree clients control the fees and taxes they pay throughout their entire Financial Planning Process. Our fee is $12,000 annually, regardless of asset size. This one flat-fee approach allows us to keep our focus solely on you and your long-term goals. Through financial planning and investment services, we will look at all areas of your life and keep our eyes on the big picture - what you want for your future. Take a look around this site to get a better feel for FTWM and our philosophy. If you are a forward-thinking investor click on the Let's Chat button to find out more about our unique model.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Forward Thinking Wealth Management has never raised funding before.

Forward Thinking Wealth Management Tech Stack

Discover the technologies and tools that power Forward Thinking Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Google Workspace

Google Hosted Libraries

CDN

Amazon S3

CDN

Amazon Web Services

PaaS

Dojo

JavaScript libraries

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Node.js

Programming languages

Calendly

Appointment scheduling

Open Graph

Miscellaneous

MailChimp

Google Analytics

Analytics

Frequently asked questions

Forward Thinking Wealth Management is located in Akron, Ohio, US.

You can reach Forward Thinking Wealth Management at +13308356205.

Forward Thinking Wealth Management generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Forward Thinking Wealth Management has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Forward Thinking Wealth Management was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.

Forward Thinking Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Forward Thinking Wealth Management

Daniel P. Johnson

President

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