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
  • Self schedule a preliminary chat
Let's Talk

Preliminary Chat

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

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

In Person or Zoom
45-60 Minutes

  • Present your personal financial plan and our recommendations
  • Review your 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

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

Recent Success Story

Working Professionals

Recent Success Story

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

Wela At a Glance

Assets under management 2

$525M

Client Retention Rate 1

97%

Amazing Team Members

7

Years serving clients

30

Customer Satisfaction 3

93%

1 - previous twelve month rolling period
2 - as of January 2025
3 - 2024 client satisfaction survey

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 feel confident in your financial future?
Let's talk →
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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