Forest Wealth and Insurance

Kanan Sachdeva

Wealth Management Advisor|MBA, CFP®, ChFC®

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Our Mission

At Forest Wealth and Insurance, our mission is to F.O.R.E.S.T. - Foster Opportunities, Reach Excellence, Success, and Trust. We are dedicated to cultivating a prosperous future for our clients through personalized financial solutions, ensuring growth, abundance, and positivity.

What F.O.R.E.S.T. Stands For

Foster Opportunities: We create and nurture opportunities for our clients to grow their wealth and achieve financial security
Reach Excellence: We strive for excellence in every service we provide, ensuring the highest quality and standards.
Success: We aim to guide our clients towards achieving their financial goals and realizing their dreams.
Trust: We build and maintain trust through transparency, integrity, and unwavering commitment to our clients' best interests

Join Us on Your Financial Journey

At Forest Wealth and Insurance, we are more than just a financial services company; we are your partners in cultivating a thriving financial future. Explore our services and let us help you achieve your financial goals with the same abundance, growth, and positivity that a forest embodies.

We’re top ranked by Forbes!

Forbes has recognized Kanan Sachdeva of FOREST WEALTH AND INSURANCE as one of the top financial security professionals in Massachusetts. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.

Forbes Best-in-State Top Financial Security Professionals list (July 2023 and July 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2022 and 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.