Wela Signing Party
Our signing party is designed to help remove any friction in starting our new relationship. We want to ensure you feel welcomed, informed, educated, and excited about being a Wela Client and know exactly what to expect.
Wela Documents
Let's get these complete
Open Accounts
Time to get all your accounts opened
Online access to your Schwab accounts held with Wela
We will ensure your accounts are opened properly and in good order
Right Capital
24/7 Access to your Financial Plan
Online access to your Financial Plan with Wela
Next Steps
Time to review what is coming up next
Brent Forrest & Associates, LLC. dba Wela Financial Advisory (Wela) is a registered investment adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.