Chad Rixse, CRPS®
Director of Financial Planning |
Wealth CFO | Tax Strategist
Helping Tech Professionals and Business Owners Build Brighter Futures
I’m passionate about empowering individuals to achieve financial freedom and live their dream lives. As a Wealth Advisor at Forefront Wealth Partners, I work closely with technology professionals and business owners, guiding them through the process of defining their financial goals and crafting personalized plans to achieve them.
My diverse background combines financial expertise with a strong understanding of personal and professional aspirations. While my Spanish degree from the University of Washington sparked an early love of exploration, I’ve found my true calling in helping others navigate the financial landscape.
Since joining Forefront Wealth Partners in 2019, I’ve thrived in a collaborative environment led by an exceptional team. Witnessing the positive impact we have on clients’ lives fuels my dedication to this field.
Beyond my professional pursuits, I embrace life with enthusiasm. I am happily married to my wife, who hails from Mexico, and our shared passion for travel has led us to explore diverse cultures and cuisines. I strive for continuous learning and personal growth, always seeking to be a better version of myself.
I’d be honored to partner with you on your journey towards financial independence.
CLIENTS WE SERVE
Tech
Executives
Business
Owners
Company Retirement Plans
Professionals
Compensation
INSIGHTS SEEN IN:
Our Tool Box
Integrated Financial Planning & Investment
Management Services
Budget/Cash Flow Planning
Employee Benefits Optimization
Goals-Based Planning
Tax Optimization
Retirement Planning
Divorce Planning
Risk Management
Divorce Mediation
Education Planning
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
to choose from
To much
conflicting info
To many
confusing rules
You’ll Build True Wealth Intentionally with Passion, Consistency, and Our Guidance
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
Empowering you from the Start and at Every
Curve, Pivot, and Challenge on your Journey
The Forefront Investment Philosophy
Simple, Powerful Approach to Investing
Powerful Insights
The Power of the Dollar-Cost Averaging in a Volatile Market
The Power of Compound Interest
What to do with Your RSUs
Secure Act 2.0 Notes and Highlights
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.
