Financial planning & investment management

for working professionals
for pre-retirees
for retirees
for widows/widowers

Experience financial clarity and peace of mind
Grow and enjoy your wealth

Let's Talk
Pricing

The Wela Client Experience

We stand apart from other firms and perhaps your current financial advisor through

Exceptional Client Service

  • A Dedicated Financial Team
  • Prompt and Thoughtful Responses
  • A Warm, Welcoming Atmosphere
  • Proactive Communication

Competitive Pricing

  • Intentionally Lower Fees
  • No Hidden Costs
  • Outstanding Value
  • Clear and Transparent

Financial Planning Process

  • Your Path to Financial Freedom
  • Customized Financial Roadmap
  • Continuous Support
  • Tangible Results

Client Centered Innovation

  • Modern Technology, Timeless Service
  • Engaging and Interactive
  • Client Centered Investment Philosophy
  • Dedicated to Your Needs

Our Process

A quick look at our straightforward process for getting to know Wela , and becoming a valued client.

Let's Talk

Digital Form
1-3 Minutes

  • Answer a few simple questions from our Let's Talk Form
  • We will reach out in one business day or less to set up a preliminary chat
Let's Talk

Preliminary Chat

On Zoom
20 - 30 minutes

  • Answer your initial questions
  • Understand and confirm your top reasons for seeking guidance
  • Explain our straightforward process
  • Discuss next steps if we both feel there may be value working together

Discovery Meeting

In Person or Zoom
45-60 Minutes

  • Know your financial goals, pain points, behaviors, and what success looks like for you
  • Collect all financial and emotional data needed to build your personalized financial plan
  • Review our service offerings, pricing, and next steps

Plan Presentation

In Person or Zoom
45-60 Minutes

  • Present your tailor-built financial plan and our recommendations
  • Review your financial strengths, weaknesses, and opportunities
  • Offer our proposal for how we can best partner together
  • Take your time and decide if you want to partner and work with us

You're a Wela Client

1-30 days

  • Sign necessary client and/or transfer forms
  • Provide the resources you need for a successful partnership
  • Feel welcomed, informed, educated, and excited
  • Have confidence in what to expect going forward

Ongoing Client Service

Take a look at our ongoing client service and commitments

90 Day Review

Six Month Check Ins

Annual Reviews

Unlimited Support

Education

Engagement

We do our best work for

Pre Retirees/Retirees
Working Professionals
Success Stories
Through decades of service, we've found that there are unique & impactful decisions to be made at certain points of life:
Widows/Widowers

Wela at a Glance

97%

Client Retention Rate 1

$525M

Assets under management 2

7

Experienced Team Members

2

Certified Financial Planners

93%

Client Satisfaction 3

30

years in business, serving clients

1-twelve month rolling periods
2. as of January 2025
3. based on 2024 client satisfaction results

Meet the Team

We have a highly experienced team with diverse backgrounds and experiences. We have been helping and serving clients for nearly 30 years.

Read the Bios
Ready to feel confident in your financial future?
Let's talk →
Legal
Privacy Policy
Disclosures
Form ADV
Form CRS

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.
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Wela Financial Advisory
366 W Sunset Rd, Building 4
San Antonio, TX 78209
210-530-9599
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