Areas of Focus
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Alternative Investments
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Cash Flow
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Employee Stock Options
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Estate Planning
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Exit Planning
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Financial Life Planning
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Giving
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Inherited Wealth
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Insurance
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Investment Management
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LGBTQ Couples
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Loss of Spouse or Partner
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Owning a Business
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Retirement Planning
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Taxes
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Women & Wealth
About Me
Wealth Management is a journey that requires the guidance of a trusted advisor like Nick Wolf. 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. With the extensive resources at his disposal, Nick leverages the firm’s capabilities to help you define your financial goals and develop tailored strategies.
As a Wealth CFO and Exit Planner along with holding the designations of CFP® (CERTIFIED FINANCIAL PLANNER™) and CEPA (Certified Exit Planning Advisor), Nick is equipped to guide you through critical planning topics such as business exit and transition, tax, estate, charitable, insurance, retirement, budgeting, lending, cash, and investment management. His national practice primarily focuses on families and individuals, including business owners, executives, empowered women, and next-gen, ensuring they navigate complex wealth management processes with confidence.
Outside of his professional life, Nick is a Wisconsin native who graduated from the University of Wisconsin-Milwaukee and earned a bachelor’s degree in finance. He is passionate about financial literacy and empowering people to have better outcomes.
Nick is an active community member, participating in professional networking groups and local chamber of commerce organizations. He is also an avid sports fan, coffee drinker, gardener, wellness-focused, and an artisanal tequila and mezcal connoisseur. He enjoys learning about the multi-year process and the history of local Mexican family-owned brands.
Nick cherishes his time outdoors, traveling with his fiancée Laura and their dog Sir Howard, and being active rescue dog fosters.
Professional Designations
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Certified Exit Planning Advisor (CEPA)
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CERTIFIED FINANCIAL PLANNER™ Professional
Primary Location
Woodland Hills, California
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
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Fee Based
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Fee Only
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Flat Fee
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One-time Financial Plan
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Package Offers
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Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.
Offers Investment Management
Yes
About our Firm
Wealth Creation is a path paved with intention, strategy, and action. Forefront Wealth Partners is here to empower you to confidently arrive at True Wealth.
What Does Financial Freedom Look Like For You?
At the core, True Wealth creates the freedoms of time, money, and relationships to live a life you love.
⏱️ TIME: In life, you dedicate a significant amount of time to earning. The traditional definition of wealth is, “How long can you maintain your lifestyle without earning?” Imagine what your life could be when what you earn is not a direct product of your time.
💰 MONEY: Money worries are normal. You work hard to create a good life, but often feel like you are one life event from chaos. Having a plan that helps you understand money while prioritizing stability on the path to prosperity can bring you peace of mind.
🧑🤝🧑RELATIONSHIPS: Your loved ones are worth more than gold. Spending quality time with them may come second to supporting them. Having a strategic approach to your finances can free up the time and money to invest more time being present with the ones you love, while securing a legacy for them.
This Step to True Wealth is Simple: Contact Us.
✅ You’ll Build True Wealth Intentionally with Passion, Consistency, and Our Guidance.
✅ We Empower People Like You Every Day.
Forefront Wealth Partners is here to ensure that you thrive on your path to True Wealth. You’ll receive our very best Financial Planning, Education, and Investment Management guidance at every turn because we are passionate about your future.
Education
University of Wisconsin-Milwaukee, Bachelor, Finance
Hobbies and Interests
- Animal Rescue
- Animals
- Basketball
- Beach
- Boating
- Canoeing
- Cooking
- Exercising
- Family
- Fishing
- Football
- Gardening
- Golf
- Grilling
- Hiking
- Music
- Skiing
- Soccer
- Sports
- Traveling
- Volunteering
Who We Serve
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Baby Boomers
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Business Owners
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Corporate Executives
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Divorce
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Dual Income Family
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Entrepreneurs
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Families
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Gen X
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Gen Y / Millennials
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Gen Z
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Individuals
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LGBTQ
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Living in Retirement
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Professional Athletes
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Widow
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Women in Transition
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Women Professionals
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