About Company

Wela Financial Advisory (Brent Forrest & Associates, LLC, doing business as Wela) is a San Antonio–based registered investment adviser that delivers financial advice, comprehensive planning, and investment management for working professionals, pre-retirees, retirees, widows/widowers, and small businesses. Wela provides fiduciary small-business 401(k) plan advisory, tax-aware investment strategies, and a structured client process that begins with an initial conversation and discovery meeting, leads to a personalized financial plan and implementation, and continues with ongoing reviews and unlimited support. Wela emphasizes exceptional client service, transparent and competitively lower fees, modern technology married with high-touch guidance, and long-term client relationships, managing roughly $525M in assets with strong retention and satisfaction over decades of service.

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