Forefront Wealth Planning & Asset Management

Forefront Wealth Planning is a fee-only, fiduciary investment advisory firm dedicated to providing personalized financial guidance to our clients. Our mission is to help you navigate the complex world of finance and investments, avoiding common pitfalls and making informed decisions based on unemotional, rational thinking. We strive to empower our clients to make wise financial choices and achieve their long-term financial goals.

Our Founder: Amit Chopra

Amit Chopra, the founder of Forefront Wealth Planning, started his career in 2006 and has since helped countless clients successfully manage their financial and investment plans through various market cycles. Guided by a strong moral responsibility to do what's right, Amit is committed to providing thoughtful and prudent financial advice. As a financial therapist, Amit specializes in helping clients identify and overcome behavioral biases that may hinder their decision-making abilities. He firmly believes that the key to successful wealth management lies in making small behavioral changes that promote unemotional decisions and sticking to a well-thought-out plan.

Our Process

At Forefront Wealth Planning, we take a holistic approach to wealth management. Here's a snapshot of our process:

1. Discovery: We start by gaining a deep understanding of your financial situation, goals, and risk tolerance.

2. Analysis: We analyze your current portfolio, identify any potential issues, and evaluate opportunities for improvement.

3. Recommendation: Based on our analysis, we create a customized investment strategy tailored to your unique needs and objectives.

4. Implementation: We help you implement the recommended strategy and ensure that it's aligned with your overall financial plan.

5. Monitoring and Updating: We continuously monitor the market and your portfolio, making adjustments as needed to keep you on track toward your goals.

Our Services

As a fee-only, fiduciary investment advisor, Forefront Wealth Planning offers the following services:

• Comprehensive Financial Planning: We help you create a holistic financial plan that covers various aspects of your financial life, including retirement planning, estate planning, education planning, tax planning, and risk management.

• Investment Management: We provide investment advisory services, managing your portfolio and making allocation decisions based on your goals, risk tolerance, and time horizon.

• Behavioral Finance Coaching: As a financial therapist, Amit Chopra helps clients understand and overcome their behavioral biases, promoting rational decision-making and long-term financial success.

Why Work with a CFP Professional?

At Forefront Wealth Planning, we are proud to have a Certified Financial Planner (CFP) professional on our team. A CFP professional has completed rigorous educational and ethical requirements, ensuring they have the knowledge and expertise to provide comprehensive financial planning services. Choosing a CFP professional gives you the confidence that you're working with a highly competent and ethical advisor who always acts in your best interest.

Stay Up-to-Date with the Latest Financial Tips from Amit

At Forefront Wealth Planning, we believe in the importance of staying informed about the ever-changing financial landscape. Our founder, Amit Chopra, regularly shares his insights on market trends and financial planning strategies through his blog and Forefront Market Notes. Be sure to check out these resources to stay current on the latest financial news and tips.