Chris Marrone, CFP®
Wealth CFO | Tax Strategist
More Than Your Wealth Advisor, Your Teammate in Success!
At Forefront, I am passionately dedicated to the financial well-being of athletes, entertainers, business owners, and professionals with equity compensation. As a Certified Financial Planner, I bring a personalized approach to wealth management, specifically tailored to the unique needs and aspirations of this accomplished community. We recognize the hard work and grind it takes to reach your current level of success, which is nothing short of amazing. With a team of trusted experts supporting you, we ensure your hard-earned achievements and complex financial endeavors are managed with the utmost precision and care.
Originally from the sunlit coasts of South Florida, my journey brought me to the vibrant streets of NYC, where I now reside. My personal story and relentless grind are the driving forces behind my daily motivation, driving me to champion your financial achievements.
CLIENTS WE SERVE
Business
Owners
Athletes & Entertainers
Professionals
Compensation
Gen X/Y
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
Professionals with Equity Compensation
Who it’s For:
- Whether you work for a private or public company, we have expertise to help you navigate the complexities of your equity compensation.
How We Help:
- Equity Compensation Planning: Assistance with understanding and optimizing your various equity compensation such as Restricted Stock Options (RSUs), Incentive Stock Options (ISOs), Non-Qualified Stock Options (NSOs), Employee Stock Purchase Plans (ESPPs).
- How can I make the most of my equity, when should I buy stock, when should I sell stock, etc.?
- IPO or Acquisition Planning: If you are currently in a private company, we help plan and strategize for potential IPOs or acquisitions.
- What should I consider from a financial and tax perspective if my company is going public or being acquired?
- Tax Optimization: Strategies to minimize taxes related to equity compensation, including the timing of exercising your stock options and selling your equity as tax-efficiently as possible.
- What strategies can I use to reduce the taxes I pay on my equity compensation?
- Tax Projections: Stay ahead of the game with year-round tax projections and proactive monitoring and help implement any strategies as necessary.
- How can I stay on top of my taxes throughout the year so I don’t owe a bunch to Uncle Sam when I file my taxes?
- Investment Diversification: Guidance on diversifying your equity to reduce risk and build your overall investment portfolio. Don’t put all your eggs in one basket!
- How do I diversify my portfolio when I have a large amount of company stock?
- Integration of Other Financial Planning Topics: Incorporating your equity compensation into your overall financial picture and strategy to help with achieving your short-term and long-term goals.
- How can I integrate my equity compensation into my overall financial planning and goals?
Business
Owners
Who it’s For:
- As a business owner, you juggle many hats. We’re here to help you balance it all and optimize both your business and personal lives.
How We Help:
- Tax Planning: Tax strategies for business owners to minimize tax liability and maximize deductions.
- How can I minimize my business taxes and maximize deductions?
- Succession Planning: Guidance on creating succession plans to ensure business continuity and legacy planning.
- What steps should I take to create a succession plan for my business?
- Retirement Solutions: Retirement planning tailored for business owners, including setting up retirement plans for you and your employees (if any).
- Business Planning: Development of financial strategies that align with business growth and personal financial goals.
- How do I align my business growth with my personal financial goals?
- Integration with Personal Planning & Goals: Incorporating business planning into personal financial goals to create a cohesive strategy.
- Exit Planning: Strategies for planning a successful exit from your business, whether through sale, succession, or other means.
- What should I consider when planning to exit my business?
- Business Funding: Fuel your growth with expert guidance on securing the right funding for your business.
- How can I find the best funding options to grow my business?
Athletes &
Entertainers
Who it’s For:
- Helping professional and collegiate athletes, musicians, actors, and other entertainers achieve financial independence now and after careers are over.
How We Help:
- Tax Planning: Navigate the unique tax landscape of the entertainment and sports industries with ease.
- What unique tax strategies apply to my earnings?
- Income & Cash Flow Management: Strategies for managing irregular and often fluctuating income streams.
- How can I manage my fluctuating income effectively?
- Wealth Preservation: Strategies to preserve wealth and grow wealth during peak earnings years and beyond.
- How do I protect and grow my wealth during my peak earning years?
- Investment Opportunities and Planning: Guidance on investment opportunities and comprehensive planning to build long-term wealth.
- What investment opportunities are best suited for me?
- Endorsement & Royalty Management: Assistance with managing and maximizing earnings from endorsements, royalties, and other income sources?
- How can I maximize earnings from endorsements and royalties?
- Contract Negotiation Support: Get expert financial advice during contract negotiations to secure your financial future.
- What financial advice do I need during contract negotiations?
- Brand Management: Build and protect your personal brand with strategic guidance.
- How can I enhance and protect my personal brand?
- Philanthropy Planning: Make a lasting impact with strategic philanthropy and charitable giving.
- How can I structure my charitable giving to make the most impact?
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
Work at Airbnb?
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.
