New York, NY Office

Team
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Forefront

Multi-team

Firm-wide stats for Forefront

Total advisors

32

Across 23 offices

Clients per advisor

18 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

New York NY

Advisors at this office

2

Advisors at this office

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Michelle F

Series 63, Series 66

New York, NY

Forefront

Michelle Fuccella is an investment advisor representative at Forefront with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Nylife Securities LLC, New York Life Insurance Company, and The Leaders Group Inc. Outside of her advisory role, she assists individuals and couples going through divorce with asset division agreements through her work with Your Divorce Made Simple. Forefront Wealth Partners is a team-based firm serving individual, business owner, and corporate clients with discretionary investment management and comprehensive financial planning. The firm uses customized portfolios guided by client-specific policies and integrates related businesses such as Forefront Insurance Partners and Forefront Tax Partners.

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

CFP®, Series 63

New York, NY

Forefront

Christopher Marrone is a CFP® with eight years of industry experience and currently works with Forefront Wealth Partners in New York, NY. His prior roles include positions at New York Life and Origin Financial, and he also owns Marrone Wealth Management. Forefront Wealth Partners is a team-based SEC-registered adviser serving individual clients, business owners, and corporate clients with discretionary investment management, comprehensive financial planning, and estate-planning coordination. The firm constructs customized portfolios using client-specific policies and third-party managers, while offering services that include business planning, tax and estate coordination, and special-needs planning.

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