Forward Wealth Management

Two disciplines. One coordinated strategy.

At Forward Wealth Management, investment strategy and financial planning are designed together—not separately. We work with high-earning professionals and families whose financial lives have become increasingly complex but not yet coordinated. Many of our clients are successful on paper, yet feel disorganized behind the scenes—assets spread across accounts, rising income, increasing tax exposure, and significant financial commitments such as private education, college funding, or real estate, all without a clear strategy tying it together.

We bring structure to that complexity by integrating investment management, tax strategy, and financial planning into one cohesive framework—so clients can understand how each decision impacts their broader financial picture over time. Our partnership combines two complementary disciplines. Katerina Minevich, CFP®, CDFA®, focuses on proactive financial decision-making, helping clients evaluate trade-offs and model outcomes. Hilal Yilmaz, PhD, CFA, is a quantitative investment strategist specializing in tax-efficient, lifespan portfolio design grounded in institutional-level research. Together, we provide a level of analytical rigor and coordination that is uncommon in traditional wealth management.

Our work is especially valuable during periods of complexity or change, including business growth, liquidity events, evolving family needs, and major life transitions. We also provide specialized financial analysis for clients navigating divorce, supporting informed decision-making during a critical time.