Forefront

Forefront Wealth Partners is an SEC-registered, multi-team advisory firm that serves individual clients (including high-net-worth individuals) and corporations, offering discretionary investment management, comprehensive financial planning, estate planning coordination, and cash management services. The firm provides tailored portfolios and also offers access to third‑party managers and turnkey asset management platforms as part of its service lineup.

Forefront develops client-specific investment policies and manages accounts on a discretionary basis, employing fundamental and cyclical analysis and ongoing monitoring to maintain appropriate asset allocation and suitability. It integrates planning services—such as business planning, divorce planning, special needs planning supported by a Chartered Special Needs Consultant (ChSNC®), and tax coordination—into investment advice and works with Schwab for custody and aggregated (block) trading.

Compared with many peers, Forefront’s brochure discloses a disciplinary history for a firm principal (with details on IAPD) and documents multiple related business affiliations, including a tax/partner entity and personnel registered with an affiliated broker‑dealer, arrangements the firm notes can create referral or compensation conflicts. The firm, founded in 2021 and reporting roughly $342 million in regulatory assets under management as of December 31, 2025, also uses online estate‑planning platforms and partners with cash management programs (e.g., StoneCastle and Flourish), which together shape a broader service mix than is typical for many multi‑team peers.