About
About Dual Desert Wealth Management
Treat you like Family
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Strategic Wealth Planning for Entrepreneurs and Founders
At Dual Desert Wealth Management, LLC, we’re driven by a deep commitment to community and a passion for helping individuals and business owners achieve both their immediate and long-term financial goals. We specialize in building lasting legacies through thoughtful, personalized financial strategies tailored to the unique needs of each client.
Our founder, Forrest Alexander, has always believed in the power of people and the potential of purpose-driven planning. After years of working alongside personal financial advisors and their clients, Forrest discovered a distinct calling: supporting business owners as they navigate the financial complexities of entrepreneurship. That focus became the heart of Dual Desert Wealth Management, LLC.
Forrest brings a combination of financial experience and real-world business insight. Having launched, led, and grown businesses of his own, he understands firsthand the challenges entrepreneurs face—from scaling operations and managing cash flow to planning for succession, a sale, or unexpected transitions. Too often, business owners wait until it’s too late to plan their exit. But effective transition planning begins years in advance. Whether your exit is two years or twenty years away, the time to start is now—so you can leave your business on your own terms.
Forrest holds an MBA with a focus in finance and has successfully passed his Series 65 securities examination. His credentials, paired with his entrepreneurial background, allow him to deliver a comprehensive, informed approach to financial planning—one that bridges both personal and business financial needs.
At Dual Desert, we work with a select group of clients—individuals, families, and business owners who value high-touch, relationship-based planning. Our approach is personalized, intentional, and built for the long haul. Whether you’re preparing for a business transition, investing for the future, or focused on building a legacy, we’re here to guide you every step of the way.
“Helping business owners align their financial goals with their purpose isn't just strategy—it’s personal. I’ve walked that path, and now I’m here to help others build the future legacy they envision.”
-Forrest Alexander, Founder
Forrest Alexander
Founder
Charles Schwab & Co., Inc.
Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc. Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients.
By using Schwab as primary custodian, Dual Desert Wealth Management, LLC has access to a wide range of products and services that help us serve our clients, including:
- Full range of investment products and trading services
- Wide array of investment account types including retirement accounts, charitable giving, and education accounts
- Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments.
- Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place.
These materials have been independently produced by Dual Desert Wealth Management, LLC. Dual Desert Wealth Management, LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Dual Desert Wealth Management, LLC provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
Meet Our Team
The Professionals
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