The Forrest Group, LLC, is an estate management firm in Houston, TX, that primarily focuses on privately held business owners, high net worth individuals, and affluent families. We specialize in wealth transfer & business succession planning. We address problems common to the transfer of wealth, lifestyles & financial security to future generations.

In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, we are licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.

2121 Sage Rd # 355
Houston, TX 77056
(713)572-0091

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

I am not licensed in all jurisdictions.
Gib's CA ins lic #0F71305.

Neither The Forrest Group, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. The Forrest Group, LLC is not owned or operated by New York Life Insurance Company or its affiliates.

Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of
excellence for life insurance sales performance in the insurance and financial services industry.

Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

The Forrest Group, LLC

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The Forrest Group, LLC

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