The Wela Client Center

Secure access for current Wela clients to view accounts, schedule meetings, and submit service requests

Blue calendar icon with a grid representing days and two rings at the top.
Schedule a Client Meeting
In Person, Zoom, Phone
Envelope with a letter inside and text lines indicating a newsletter or message.
Submit a Service Request
Request updates to your accounts
The Wela Client Portal
View all your Wela managed accounts
Blue icon of a classic telephone handset.
Call Wela
Speak with our team
Charles Schwab company name in white text on blue background with 'charles' in script and 'SCHWAB' in uppercase serif font.
Schwab Alliance
View Accounts held at Schwab
White upward trending curved arrow icon on a blue background.
RightCapital
View your financial plan
Not a current client? Let's start the converation.
Let's Talk
X

Submit A Request to Wela Financial Advisory - for current client use only
First Name  
Last Name  
Email  
Subject  
Description & Details   
Attachment   Attach files
Each of your file(s) can be up to 20MB in size.
   
powered by
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.
‍


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