Forward Wealth - Investment Advisers

About Forward Wealth

Forward Wealth is an investment adviser based in Lone Tree, Colorado, operating under the legal name Gallacher Capital LLC. The firm reports $111.06 million in regulatory assets under management and 12 employees. It is listed in this directory of US investment advisers and among investment advisers in Colorado. The firm pairs its client-facing advisors with AQI, short for Applied Quantitative Investments, a research-driven investment platform that handles portfolio management. Advisors serve as each client's main point of contact and focus on goals, planning, and questions. The firm describes its portfolios as systematic and factor-based, with ongoing monitoring and periodic rebalancing, and says AI-driven analytics support its advisors' work. Forward Wealth describes its advisors as fiduciaries who are obligated to act in their clients' best interest. The firm emphasizes transparency about what it does and why, along with a disciplined, long-term approach to planning for goals such as retirement.

Key Facts

Assets Under Management

$111.06M

Employees

12

SEC File Number

801-134871