5 Stars
✅ Wealthtender Certified Advisor Review™
Amazing financial advisor. So much so that I was on the phone with the customer service line for the financial advising company I was leaving, and the guy on the phone said "your new financial advisor is great, he asks great questions." We are so thankful for Forest!
Relationship to Financial Advisor: Client as of Jul 1, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
We have been very pleased with the work Brightworks has done in helping us plan for our retirement! I highly recommend Brightworks!
Relationship to Financial Advisor: Client as of Apr 17, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Very knowledgeable, personable, and caring. Forest will take time to listen to your needs and goals and work with you to meet those financial goals. He is always readily available. He takes the stress out of financial planning!
Relationship to Financial Advisor: Client as of Apr 17, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
4 Stars
✅ Wealthtender Certified Advisor Review™
   
Relationship to Financial Advisor: Client as of Apr 16, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Forest is very professional and helpful. He is quick to respond
Relationship to Financial Advisor: Client as of Apr 16, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Forrest Dutton is a great advisor. Always available and ready to help. He readily finds answers and responds to all of my questions.
Relationship to Financial Advisor: Client as of Apr 16, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Forest is highly capable and well educated in his field. Who Forest is as a person, in addition to his effective approach, instills confidence within the client to make successful transactions. Highly recommend!
Relationship to Financial Advisor: Client as of Feb 6, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
   
Relationship to Financial Advisor: Client as of Feb 4, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Forest is so pleasant to work with and very knowledgeable of helping others navigate investing their money.
Relationship to Financial Advisor: Client as of Feb 3, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
We have had great experiences with Forest and staff. They are knowledgeable and professional and have your best interests at heart. Highly recommend!
Relationship to Financial Advisor: Client as of Feb 3, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
1 Stars
✅ Wealthtender Certified Advisor Review™
   
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
   
Relationship to Financial Advisor: Client as of Jan 22, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: family member
5 Stars
✅ Wealthtender Certified Advisor Review™
Donn and I are so very thankful for Brightworks and the excellent guidance and knowledge given in helping us to navigate our financial options for our future. Upon my retirement in 2012, David Poole was my guiding light to financial security and was always patient and helpful in explaining it all. Now, with Forest at the helm, he has continued that same knowledge, patience and guidance as we are now both retired. I am very thankful for his wisdom and watchcare of our finances. We feel very confident that trusting in Forest and Brightworks will ensure and protect our finances for our future.
Relationship to Financial Advisor: Client as of Sep 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Brightworks has really helped us establish and maintain our financial planning goals. They have helped us understand the process and explained to us he hows and whys. Communications are great and if we have any questions we can get immediate help. I would highly rcommend them to help with your financial goals!
Relationship to Financial Advisor: Client as of Sep 7, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Once you meet Forest, you get a sense of calmness and integrity about him. My wife and I have felt comfortable with the financial advice he has shared with us. I would highly recommend scheduling a meeting to discuss setting your financial plan motion and letting Forest guide you through the years.
Relationship to Financial Advisor: Client as of Sep 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
   
Relationship to Financial Advisor: Client as of Sep 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
   
Relationship to Financial Advisor: Client as of Aug 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
   
Relationship to Financial Advisor: Client as of Aug 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: family member
5 Stars
✅ Wealthtender Certified Advisor Review™
Forest has been wonderful to work with! We can be dummies when it comes to some of this stuff, but he's been so patient and good at explaining everything to us. Very knowledgeable and great at getting us set up for success in the long run! Highly recommend!
Relationship to Financial Advisor: Client as of Aug 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
A small, local firm that offers consistent, personal attention to my investment needs.
Relationship to Financial Advisor: Client as of Aug 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.