Rob Forest's Professional Contact Details

HQ
+1 719-284-2200
Location
Colorado Springs, Colorado

Rob Forest's Current Company Details

Wigand Integrated Wealth is a registered independent advisory firm, committed to helping individuals, families, foundations, and endowments get the most from all of their wealth management opportunities. With o...
Wigand Integrated Wealth is a registered independent advisory firm, committed to helping individuals, families, foundations, and endowments get the most from all of their wealth management opportunities. With over 30 years of experience, our team has honed a valuable set of skills, helping clients with their specialized needs – from large families striving to sustain their wealth from generation to generation, to corporate executives with concentrated equity; from military families deciding on pension options, to farmers and ranchers seeking liquidity and estate solutions.
retirement planning
emerging wealth coaching program
governance
investment management
incentive compensation guidance
business interest acquisitionexit review
family wealth coaching
education planning
trust management
liability planning
outsourced icc
estate trust planning
charitable planning
endowmentfoundation theory
individual & family financial planning
investment policy statement development
investment committee guidance & education for nonprofits & family offices
tax strategy
pension profitsharing plan development
insurance planning
financial services

Rob Forest's Work History and Education

Wigand Integrated Wealth
Registered Client Service Associate
2020 - Present
Resolute Independent Advisors
Senior Registered Client Service Associate
2017 - 2019 • 2 years

Others Named Rob Forest

Co Founder/On Air Host - The Sports Edge Fox Sports Radio Joplin and Co Founder of 4State Golf, LLC at

Frequently Asked Questions about Rob Forest


What company does Rob Forest work for?

Rob Forest works for Wigand Integrated Wealth.

What is Rob Forest's role at Wigand Integrated Wealth?

Rob Forest's role at Wigand Integrated Wealth is Registered Client Service Associate.

What is Rob Forest's email address?

Rob Forest's email address is r**@wigandiw.com.

What is Rob Forest's business email address?

Rob Forest's business email address is r**@wigandiw.com.

What is Rob Forest's HQ phone number?

Rob Forest's HQ phone number is +1 719-284-2200.

What industry does Rob Forest work in?

Rob Forest works in the Financial Services industry.

Who are Rob Forest's colleagues?

Rob Forest's colleagues are Reini Wigand, Sam Wigand and Ryan Harris.

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