Our Team

Fiduciary Advisory Team

Our Fiduciary Advisory Team is dedicated to acting in your best interest, providing transparent and unbiased financial guidance to secure your future.

Over 50 Years Experience

With over 50 years of experience, our team brings a wealth of knowledge and proven success to guide you confidently through every financial decision.

Multigenerational Planning

Our approach to multigenerational planning ensures your family’s financial security and legacy are preserved and passed down, bridging your wealth across generations with care and precision.

Meet our Team

Forward Wealth Management is a wealth-management firm that specializes in comprehensive financial advice for all areas of your life. You will find that we’re easy to work with and have an unwavering commitment to your personal needs.

Michael Baer

Partner

William Gardner

Partner

Jillaine Squires

Vice President of Operations

I love getting the opportunity to forge genuine connections and transform client dreams into reality through personalized and thoughtful financial planning. Witnessing their success and peace of mind is the ultimate reward.

– Michael Baer

I love helping my clients pursue their financial goals while giving them the confidence to make the right decisions for their future.

– William Gardner

My role is to ensure that every aspect of our firm operates seamlessly, with the precision and care of a nurturing touch. Clients appreciate my meticulous attention to detail and my heartfelt dedication to their success.

– Jillaine Squires

Connect with our team.

Whether you’re just getting started with financial planning, working through a life event, or just want a second opinion – we’ll make time to listen to your needs and answer any questions.

LET’S TALK