Charlotte, NC Office

Team

Updated today

Forefront

Multi-team

Firm-wide stats for Forefront

Total advisors

Across 21 offices

Clients per advisor

19 Very Low

Avg AUM per client

$419,021 Low

HNW client ratio

18% Typical

About

Forefront Wealth Partners is an SEC-registered, team-based adviser that serves individual clients (including high-net-worth individuals), business owners, and corporate clients. The firm provides discretionary investment management, comprehensive financial planning, estate-planning coordination, and cash-management services.

Forefront constructs customized portfolios guided by client-specific investment policies and may use third-party managers and turnkey platforms to implement allocation models while conducting periodic account reviews. Its planning services span business planning, tax and estate coordination, special-needs planning with a Chartered Special Needs Consultant, and it facilitates online estate-plan creation through EncorEstate Plans and Estate Guru.

Compared with many peers, Forefront operates across a notably large number of offices for a team firm and maintains a multi-advisor structure that integrates related businesses, including Forefront Tax Partners and Forefront Insurance Partners, and employee registrations with Calton & Associates. The firm also leverages Schwab’s educational conferences and cash-management solutions such as StoneCastle and Flourish, and its brochure discloses disciplinary history for the firm’s CEO (details available on IAPD).

Based on Forefront

Expertise

Business exit / sale strategy Business ownership considerations Cash flow / budgeting

Based on Forefront

Occupation focus

Founder/Business Owner

Based on Forefront

Location

301 S Mc Dowell Street, Unit 802

Charlotte NC 28204

Advisors at this office

Mark C

CFP®, Series 65, Series 66

Charlotte, NC

Forefront

Mark Carter is a CFP®-certified financial advisor at Forefront with nine years of industry experience. He previously worked at Point2 Capital Partners, LLC and spent a decade at Pruco Securities, LLC and Prudential Insurance Company of America. Forefront Wealth Partners is a team-based SEC-registered adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, financial planning, estate-planning coordination, and cash-management services through customized portfolios and a multi-advisor structure.

Business exit / sale strategy Business ownership considerations Cash flow / budgeting Founder/Business Owner

Jacob L

Series 66

Charlotte, NC

Forefront

Jacob Logan is a Series 66-licensed financial advisor with five years of industry experience. He currently works at Forefront and previously held roles at Prudential Insurance Company of America and Pruco Securities, LLC. Forefront Wealth Partners is a team-based, SEC-registered advisory firm serving individuals, business owners, and corporate clients with discretionary investment management, comprehensive financial planning, and estate-planning coordination. The firm uses customized portfolios and third-party managers to implement allocation models and offers a range of planning services including special-needs planning and online estate-plan creation.

Business exit / sale strategy Business ownership considerations Cash flow / budgeting Founder/Business Owner

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View complete list of advisors at this office

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