Financial Planning & Investment Management

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

Providing financial clarity and peace of mind
Helping you grow, protect, and enjoy your wealth

Let's Talk
Services and Pricing
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A more thoughful client experience

Personalized planning, transparent pricing, and a team built around your goals

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Exceptional Service

Personalized, intentional, and responsive support delivered with a warm, welcoming touch.
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Fair and Transparent Pricing

Intentionally lower fees designed to align with your long-term success.
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A Living Financial Plan

A structured plan, delivering tangible results, that evolves as your life and priorities change.
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Client Centered

A great team supporting your needs and goals with old fashioned service and modern technology.

We Do Our Best Work For

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Pre-Retirees

Recent Success Story
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Retirees

Recent Success Story
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Working Professionals

Recent Success Story
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Widows / Widowers

Recent Success Story

Through decades of service, we've found that there are unique & impactful decisions to be made at certain points of life

Our Process

A quick look at our straightforward process for becoming a valued Wela client.

Let's Talk

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Digital Form
1-3 Minutes

  • Answer a few simple questions from our Let's Talk Form
  • Self schedule a preliminary chat
Let's Talk

Preliminary Chat

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On Zoom
20 - 30 minutes

  • Answer your initial questions
  • Confirm your top reasons for seeking guidance
  • Explain our straightforward process
  • Discuss the next steps in working together

Discovery Meeting

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In Person or Zoom
45-60 Minutes

  • Know your financial goals, pain points, and behaviors
  • Collect all financial and emotional data to build your financial plan
  • Review our service offerings, pricing, and next steps

Plan Presentation

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In Person or Zoom
45-60 Minutes

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

You're a Wela Client

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1-30 days

  • Signing Party and Official Onboarding Meeting
  • Deliver the resources needed for a successful partnership
  • Feel welcomed, informed, educated, and excited
  • Have confidence in what to expect going forward

Ongoing Client Service

Our service model focuses on consistency and buildint long-term client relationships

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90 Day Review

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Six Month Check Ins

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Annual Reviews

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Unlimited Support

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Education

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Engagement

Wela At a Glance

Assets under management 2

$653M

Client Retention Rate 1

97%

Amazing Team Members

8

Years serving clients

30+

Customer Satisfaction 3

93%

1 - previous twelve month rolling period
2 - as of January 2026
3 - 2024 client satisfaction survey

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Meet the Team

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

Read the Bios

Ready to experience financial confidence and peace of mind?
Compliance
Disclosures
Privacy Policy
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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