Forest, VA Office
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Forefront
Team
Firm-wide stats for Forefront
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
Based on Forefront
Location
Forest VA
Advisors at this office
2
Advisors at this office
David C
ChFC®, Series 63, Series 65
Forest, VA
Forefront
David Carter is a financial advisor at Forefront with 43 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Forefront Wealth Partners, LLC in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 40 years. He is also a partner at Carter Financial Group Investment and Wealth Management Solutions, where he provides sales and service of insurance and investments. 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 and estate planning, and cash-management services, utilizing customized portfolios and a multi-advisor structure that integrates related businesses and third-party managers.
Derek S
Series 63, Series 65
Forest, VA
Forefront
Derek St. Clair is a financial advisor at Forefront with 16 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Equitable Advisors and Prudential-affiliated firms for over a decade. Forefront Wealth Partners is a team-based SEC-registered advisory firm serving individuals, business owners, and corporate clients. The firm offers discretionary investment management and comprehensive financial planning, including estate-planning coordination and cash-management services.
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