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Chris Marrone

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.

Client We Serve icon

CLIENTS WE SERVE

Business <br/>Owners
Business
Owners
Athletes & Entertaainers
Athletes & Entertaainers
with Equity Compensation
Professionals
with Equity
Compensation
Gen X/Y
Gen X/Y

Our Tool Box

Integrated Financial Planning & Investment
Management Services

Budget

Budget/Cash Flow Planning

Employee ben

Employee Benefits Optimization

Goals

Goals-Based Planning

Tax opt

Tax Optimization

Retirement

Retirement Planning

Divorce

Divorce Planning

Risk

Risk Management

Divorce Med

Divorce Mediation

Education

Education Planning

Estate Plan

Estate Planning

Debt

Debt Management

Investment

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

Work with us updated

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
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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

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Work at Airbnb?

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Secure Act 2.0 Notes and Highlights

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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.

Chris Marrone

7500 Rialto Blvd, Bldg 1 Suite 250,
Austin, TX, 78735
(512) 617-1984
info@forefrontwp.com

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.