Skip to content
Nick Wolf Updated Headshot

Nick Wolf, CFP® CEPA

Wealth CFO | Exit Planner

“Understand your goals and what’s meaningful to you.”

Wealth Management is a journey that requires the guidance of a trusted advisor like Nick. He is committed to developing and implementing your comprehensive plan, ensuring you seize opportunities to build TRUE WEALTH. Nick’s approach involves asking the right questions to understand your goals and what’s meaningful to you. This enables him to present an integrated strategy and comprehensive, objective advice to organize your financial life. Nick’s guiding principles of honesty, integrity, and transparency underscore his commitment to advising clients.

Client We Serve icon

CLIENTS WE SERVE

with Multigenerational
Wealth
Families
with Multigenerational Wealth
3-5 years from a
Succession or Exit
Business Owners
3-5 years from a Succession or Exit
401ks & Profit Sharing
Empowered Women
401ks & Profit Sharing
Tech <br/>Executives
Tech
Executives
Gen X/Y
Gen X/Y
AdvisorForWomen

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

Business Wealth CFO

Who it’s for:

  • Single or married taxpayer(s)
  • Self-employed, small Business Owner, Family Held Business Owner
  • Over $750,000/year in take home income or Business revenue above $3 million
  • Best for entrepreneurs or business owners looking to address, buy-sell agreements, create an owners board of directors, address advanced business planning strategies, risk management, and creative tax planning

What it includes:

  • Personal tax return preparation up to $1800 a year with a CPA in our network
  • Includes and annual business valuation done by a CPA/Certified Business Value Appraiser
  • Estate Plan Summary for each owner up to 4
  • Ongoing collaboration with your professional team and an Annual Wealth Summit with your, CPA and attorneys

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

The Forefront Team

A Collection of Thinkers, Learners, and Problem Solvers

Eric Negron, CEPA, AWMA

CEO | MANAGING PARTNER

Amy Colton, MBA, CDFA

PRESIDENT OF DIVORCE MADE SIMPLE | WEALTH ADVISOR

Chad Rixse, CRPS®

DIRECTOR OF FINANCIAL PLANNING | WEALTH ADVISOR

Jennifer Varteressian

COO | DIRECTOR OF TAX RESEARCH | TAX ATTORNEY

Nick Wolf, CFP, CEPA

EXIT PLANNER | WEALTH CFO

Christopher Marrone, CFP

WEALTH ADVISOR

Michelle Fuccella

FINANCIAL PLANNING ANALYST

Lauren Mulligan

CLIENT SERVICE DIRECTOR

Kennedy Alleva

Marketing DIRECTOR

Debra Bigler

DIRECTOR OF BUSINESS DEVELOPMENT

Christopher Amores, MPA

CHIEF TECHNOLOGY OFFICER

Happy Witt Sepia

Happy Witt

Billing Operations Associate

An Overview of Our Planning Process

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

Planning Process Overview
icon_virtual_meeting
icon_roadmap
icon_achieve
icon_reviews

Lorem ipsum dolor sit amet,
consectetuer adipiscing elit, sed
diam nonummy nibh euismod.

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!

The Forefront Investment Philosophy

Simple, Powerful Approach to Investing

Investment Philosophy

Powerful Insights

Book1 Thumb

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

Book The Corporate Transparency Act

The Corporate Transparency Act

Book The importance of exit planning

The Importance of Exit Planning for Small Business Owners

Book4 Thumb

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.

Nick Wolf

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.