3720 Davinci Court
At our firm, we have the client—and only the client—in mind.
Look, let’s be real, it takes a village. We are your financial team with a diverse skill set and a wide range of work experience that will serve you on your financial journey. It all starts with having a conversation.
We are based in Atlanta and work with clients in Georgia.
Feel free to reach out to us with any questions about our services or if you simply just want to send us a personal note.
Jeanette is the Founder and Partner of Forum Wealth Strategies, a financial services firm in Atlanta Georgia, whose mission is to teach individuals and couples the art of risk management in a fun and simple way. After years of working...
Financial Planning Director
Keith started his financial services career as an Investment Advisor Representative (IAR) in 2011. Within the first five years in business, he has become a Certified Financial Planner (CFP) Professional and to earn his Chartered...
As a Creative Marketing Coordinator and Entrepreneur over the last 5 years, Sylvia assists Forum Wealth Strategies to achieve their vision by clearly communicating their voice, values, mission, and principles to their clients. It...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.