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Amy Colton

Amy Colton, MBA, CDFA, CDS®

Wealth CFO l Divorce Specialist

Simplifying the Complex

Amy Colton comes to the financial services industry after a successful career of more than 40 years in sales, management, and business development in the technology and pharmaceutical industries. During that time, she spent more than 20 years as an executive in sales and management at International Business Machines (IBM).

She is a Wealth CFO, Certified Divorce Financial Analyst (CDFA®), and Family Law Mediator.

Additionally, she has an accreditation as a National Social Security Advisor (NSSA®).

As a financial advisor she has devoted her practice to helping women going through major life shifts such as the loss of a loved one, divorce, retirement, or sudden inheritance. She believes that when going through a major life transition, you need to reevaluate your financial needs and goals by looking closely at how your life will change. This is a time when you definitely want financial and life planning.

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Empowered Women
Empowered Women
Tech <br/>Executives
Women Going Through Divorce
Women Going Through Divorce
Business <br/>Owners

Our Tool Box

Integrated Financial Planning & Investment
Management Services


Budget/Cash Flow Planning

Employee ben

Employee Benefits Optimization


Goals-Based Planning

Tax opt

Tax Optimization


Retirement Planning


Divorce Planning


Risk Management

Divorce Med

Divorce Mediation


Education Planning

Estate Plan

Estate Planning


Debt Management


Investment Management

How We Serve and Advise You

Empowering Your True Wealth

Financial Assessments

Who it’s for:

  • Hour Get Organized Meeting
  • 1 Financial Roadmap Meeting
  • Financial Roadmap with list of recommendations
  • AssetMap w/ financial health Signals
  • Ongoing access to our Forefront Client Dashboard to monitor your finances

This is not an ongoing engagement.

Foundational Wealth

Who it’s for:

  • Single or married taxpayer(s)
  • W-2 employee or self-employed
  • Under $500k/year income
  • Best for those already in the building years of their wealth journey that want ongoing engaging to accelerate True Wealth

Personal Family CFO

Who it’s for:

  • Single or married taxpayer(s)
  • Executives, Tech Professionals, or Consultants
  • Over $500,000/year income or have significant equity compensation or already retired with a net worth above $2 million
  • Best for those looking to address estate planning, advanced investment strategies, risk management, charitable planning, or creative tax strategies

What it includes:

  • Introductions to CPA’s in our network
  • Tax Projections and Advanced Tax Planning annually
  • Ongoing collaboration with your professional team your, CPA and attorneys

Are You Confused About Your Financial
Life? We Can Help.

Navigating important financial decisions in your life can be a tricky task. There are often too many options to choose from, too much conflicting information, and too many confusing rules. We help you cut through the noise and make carving your own path to financial independence simple, fun, and anxiety-free.

To many options <br/>to choose from

To many options
to choose from

To much <br/>conflicting info

To much
conflicting info

To many <br/>confusing rules

To many
confusing rules

You’ll Build True Wealth Intentionally with Passion, Consistency, and Our Guidance

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What Can You Expect
Working With Us?

A successful working relationship with a wealth advisor is built entirely on trust and total freedom to be completely honest, open, and humble with each other. We create a completely judgment-free zone, and while we take the work we do incredibly seriously, we also want our time together to be fun and enjoyable. It’s very exciting and rewarding when great progress is made and goals are accomplished!

An Overview of Our Planning Process

Expert Financial Advice to Help You Navigate Life’s Major Decisions

Planning Process Overview

Empowering you from the Start and at Every
Curve, Pivot, and Challenge on your Journey

The Forefront Investment Philosophy

Simple, Powerful Approach to Investing

Investment Philosophy

Powerful Insights

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The Power of the Dollar-Cost Averaging in a Volatile Market

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The Power of Compound Interest

Book3 EMP Women

Empowered Women

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Secure Act 2.0 Notes and Highlights


Temporary Buydowns

Ready to Get Started?

Begin the process of connecting with a team to Protect, Grow and sustain significant long term wealth. We will visit with you whereever it is convenient, whether that be your home, our offices or over a zoom meeting.

Amy Colton

7500 Rialto Blvd, Bldg 1 Suite 250,
Austin, TX, 78735
(512) 617-1984

Advisory services are offered through Forefront, a DBA of Forefront Wealth Partners, LLC. Securities are offered through Calton & Associates, Inc., member FINRA and SIPC. Forefront is not owned or controlled by Calton & Associates, Inc.  Copyright © ForeFront Wealth Partners, All Rights Reserved | Designed by Apis Productions.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Forefront is a registered investment adviser in the States of Alaska, California, Florida, Michigan, New Hampshire, Ohio, Pennsylvania, Texas, Virginia, Washington and Wisconsin. The Adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.