Wealth Built on Vision, Secured by Strategy.

Elite Wealth Strategies for Visionary Leaders.

Our approach

At Forecast Capital Management, we're driven by a relentless pursuit of excellence, always pushing the boundaries to enhance our services for our clients. Our passion for the financial markets fuels our commitment to delivering exceptional experiences.

As a privately held firm, we leverage independent research to uncover distinctive investment opportunities tailored to our clients' needs. Our approach to investing is anchored in a sophisticated risk management model that surpasses traditional asset allocation strategies.

At Forecast, we don't just follow trends; we anticipate and capitalize on them, ensuring our clients benefit from a proactive and informed investment strategy. Join us in navigating the complexities of the market with confidence and precision.

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Learn about our services

  • Our personalized advisory service that integrates investment management, tax planning, estate strategies, and other solutions to optimize wealth for high-net-worth individuals and families.

  • The professional process of strategically allocating and overseeing assets to achieve optimal returns, tailored to your financial goals and risk tolerance.

  • A comprehensive process that aligns your financial goals with tailored strategies, encompassing investments, tax optimization, and retirement planning to secure your financial future.

  • The process of analyzing and structuring your financial affairs to minimize tax liabilities and maximize wealth preservation, tailored to your unique circumstances and goals.

  • A holistic approach to managing and growing your assets, integrating investment, tax, estate, and legacy planning to achieve long-term financial security and personal aspirations.

  • The deliberate planning and execution of converting business or personal assets into cash while maximizing value, through structured sales, transitions, or other financial maneuvers tailored to your goals.

  • The process of identifying, assessing, and mitigating financial uncertainties to protect your wealth and align investment decisions with your risk tolerance and long-term objectives.

  • These involve exclusive, non-publicly traded assets, such as private equity, venture capital, or real estate, tailored to enhance portfolio diversification and optimize returns for high-net-worth individuals.

Forecast’s Financial Views & News

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Opportunity Zones Get a Major Upgrade: What the New OBBBA Law Means for Investors

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Beyond the 60/40: Why Today’s Investors Are Looking to Alternatives

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The Future of Wealth Advice: Why AI + Human Matters—and What’s Coming Next

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Our Story

Founded in 2013, Forecast Capital Management (FCM) set out to transform wealth management by democratizing access to sophisticated investment strategies. As an entrepreneur-led firm, we recognized the shortcomings of traditional approaches—opaque processes and limited client focus. Today, FCM is a comprehensive wealth management firm dedicated to empowering CEOs, founders, entrepreneurs, executives, and high-net-worth families to achieve financial prosperity and lasting legacies. As a client and employee-owned firm, we uphold our True Fiduciary® Standards, ensuring transparency, trust, and alignment with your goals, so you can focus on what matters most.

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Meet Our Team

  • A man with glasses and light hair smiling and crossing his arms outdoors with green foliage in the background, wearing a purple patterned shirt and a watch.

    Jason C. Hilliard, J.D. | CEO, Managing Director

  • A man wearing glasses and a blue and white checkered shirt stands outdoors in front of a tree with green leaves.

    John Pistilli | Managing Director, Chief Investment Strategist

  • A professional young man wearing glasses, a gray suit, white shirt, and red tie, smiling at the camera.

    Michael Pistilli | Chief Financial Planner

Learn more
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Get started with Forecast, today.