Forsyth Wealth Management, Inc.

Forsyth Wealth Management, Inc. (CRD# 140225) is a financial advisory firm headquartered in Vernon, NJ. They manage $1,400,639 in 21 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
P.o. Box 69, Vernon, NJ 07462
http://thefinancialhq.com/forsythwms
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $66,697
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, VA

Financial Advisors at Forsyth Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James Lavorgna, financial advisor Martinsville VA
James A. Lavorgna
CRD#: 702472
22 East Church Street, Martinsville, VA 24112

James Lavorgna (CRD# 702472) is an Investment Advisor Representative working at Forsyth Wealth Management, Inc. in Martinsville, VA and has over 44 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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