Services · For business owners, executives & their families
One coordinated plan. Not a product shelf.
Planning, tax, liquidity, risk, and investments, managed together so every decision supports the others.
As a fiduciary, we start with your full financial picture and keep every piece in sync, so everything works as one coordinated plan.
How it fits together
Every piece works from the same plan.
Think of your finances like a finely tuned machine. Taxes, investments, liquidity, protection, and legacy all need to run in sync. We keep them connected, so a decision in one area is made with the others in view.
Understand
A deep dive into your full financial picture before we make any recommendations: where you are today and what you want for the future.
Prioritize
Our assessment pinpoints which areas need attention first, then we build one strategy that brings the pieces together.
Coordinate
We work alongside your CPA, attorney, and other advisors, or introduce you to trusted firms we work with, and the plan evolves with you as life and the business change.
Planning & wealth strategy
A plan that connects every part of your financial life.
Building and preserving wealth isn’t just about chasing returns. It’s about making sure every piece works together.
A well-thought-out wealth strategy aligns your resources with your values, your goals, and the life you want to lead, whether you’re planning for retirement, funding a business, preparing for a liquidity event, or thinking about your legacy.
It starts with a deep dive into your full financial picture, like a wellness check-up for your finances. From there we take a holistic view of your balance sheet, income streams, risk exposure, and long-term goals, and build a clear strategy that evolves with you.
When you work with us, you’re not just getting an advisor. You’re gaining a team that keeps every piece of the plan aligned.
- Balance sheetAssets, entities, and the business itself
- Income streamsSalary, distributions, and portfolio income
- Risk exposureWhere you’re exposed, and how it’s covered
- Long-term goalsRetirement, funding a business, legacy
- PrioritiesWhich areas need attention first
Reviewed with you, and updated as life changes.
Tax planning & strategy
Tax efficiency, built into every step.
Taxes are one of the biggest costs you’ll face over your lifetime. With the right planning, they don’t have to take more than their fair share.
Tax planning isn’t an afterthought here. It’s an essential part of how we help you grow and protect your wealth over time. We look at your full financial picture to identify proactive strategies that can help minimize what you owe, both now and in the future.
It all starts with a comprehensive review of your current tax situation. We help you spot opportunities, reduce surprises, and align your financial decisions with the latest tax rules.
Whether it’s structuring a portfolio, preparing for a liquidity event, or planning a charitable gift, we help make sure tax efficiency is built into every step.
Where tax planning shows up
Liquidity & exit strategy
Plan the big moment before it arrives.
A liquidity event is often the result of years, sometimes decades, of hard work. What comes next should be just as intentional.
Whether you’re selling a business, unwinding a concentrated stock position, or preparing for a major life transition, liquidity events bring both opportunity and complexity. A smart exit strategy makes all the difference.
We begin with the full scope of your situation. What are your goals after the exit? How will the proceeds affect your lifestyle, taxes, investments, and estate plans? From there, we build a personalized strategy around your financial priorities and your vision for the future.
Whether your event is months away or still on the horizon, the earlier we start, the more options you’ll have.
The exit, in two halves
Before
Preparing for the event
- Your goals after the exit: stay on, step back, or start something new
- How the proceeds affect your lifestyle, taxes, investments, and estate plans
- Structure and tax timing, planned before the deal is signed
After
Putting the proceeds to work
- Setting aside estimated taxes and near-term cash before investing
- Replacing the income and benefits the company provided
- Building the long-term portfolio in stages
- Charitable and family gifts
This isn’t something we do in isolation. One plan covers the deal, the proceeds, and the family, so every decision is made with the others in view.
The owner’s side of the exit
Preparing to sell, concentration in one company, life after the sale, and family planning, in more depth.
See how we help business owners → Free resourceBusiness Exit Checklist
A step-by-step checklist to prepare your company, your finances, and your family for a sale.
Get the checklist →Our goal is to turn your liquidity moment into a launchpad for long-term success, stability, and peace of mind.
Months away or still on the horizon, start the plan now.
Plan your exit →Risk management
Protect what you’ve built, so you can focus on what’s ahead.
Wealth isn’t just about growth. It’s also about protection.
Risk management is where preparation meets peace of mind. We start by assessing your full financial picture and identifying where you may be exposed, then plan for the what-ifs before they arrive.
The goal isn’t to eliminate all risk. It’s to make sure risk is managed thoughtfully and intentionally.
Insurance needs can be reviewed and handled by a licensed advisor on our team, coordinated within your plan.
Investments
Investments that serve the plan.
As a privately held firm, we use independent research and a multi-factor, multi-asset, multi-durational approach to risk management. Every portfolio follows rules written down in advance, and every one is built to fit the plan above it.
Core portfolios
Modern Portfolio Design (MPD)
Our core models, matched to your risk band. The rules decide what each part holds, what moves it, and how far any one idea can go.
Explore MPD →In-house strategy
Global Macro Strategy
Reads whether economic growth and inflation are rising or falling, then builds a portfolio of roughly 20 to 30 stocks and ETFs. It runs as a standalone portfolio and inside our MPD models.
Explore Global Macro →For accredited investors
Alternatives
Private credit, private equity, real estate, and hedge funds, evaluated with a focus on due diligence, transparency, and fit with your tax plan. Minimums typically start at $100,000 and vary.
Explore alternatives →Client accounts are custodied at Charles Schwab.
Wealth built on vision, secured by strategy.
Forecast Capital Management · Since 2013
Next step
One conversation to see how the pieces fit.
A 20-minute fit call is the easiest place to start. A member of our team replies within one business day.
Prefer to talk now? Call 720-432-1435 or email info@forecastcapitalmanagement.com
Forecast Capital Management LLC is an investment adviser registered with the State of Colorado. Registration does not imply a certain level of skill or training. FCM may transact business only in states where it is registered or exempt from registration, and maintains offices in Castle Rock, Colorado, and a branch office in Florida.
Content on this page is for educational purposes only and is not individualized investment, tax, or legal advice. FCM does not provide tax or legal advice; those matters are coordinated with your CPA and attorney. CPA and estate-planning firms we introduce are independent of FCM. Insurance is reviewed by an individually licensed advisor on our team. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. No strategy assures a profit or protects against loss. Alternative investments are available only to accredited investors, are generally less liquid than public securities, and carry additional risks; minimums vary by offering. The plan summary shown is illustrative. Charles Schwab & Co., Inc. is an independent custodian and is not affiliated with Forecast Capital Management LLC. For fees, risks, and conflicts of interest, see our Form ADV Part 2A.