After 30 years in the investment and financial services industry, we came to the conclusion that the best way to provide the kind of service our clients deserve was to build our own firm from the ground up. Since 2003, we have enjoyed bringing an unsurpassed level of service and expertise to our valued clients.
The “Foundation” of Foundation Wealth Management is trust. Through empathetic listening we identify each of our clients’ goals and concerns – what is important to you becomes important to us. From there, we assemble a team of advisors to address those concerns and set a path to meet those goals.
Objectivity is critical. Foundation Wealth Management is not tied to any securities broker dealer or product provider. We are truly independent. Therefore, our advisors are free to find the best means to address each client need.
Each client is unique. One of the most enjoyable aspects of this business is the relationship we develop with you. We understand the complexities and nuances of your life as they relate to your financial goals. Your unique family situation and attitudes will affect decisions regarding your education funding, long term care, life insurance, retirement and estate planning. You deserve personal, customized attention and personal, customized solutions.
Modern Portfolio Theory makes sense. Asset allocation and rebalancing of investment accounts is designed to capture gains and reduce risk. By maintaining target allocations among asset classes, Modern Portfolio Theory directs us to sell high and buy low, leaving euphoria and fear out of the equation.
The left hand should know what the right hand is doing. Nothing in your financial life happens in isolation. Effective investment management requires knowledge of changing tax laws. Insurance needs vary over time. The titling of your life insurance can cause estate tax problems. Coordination of all these areas creates efficiency, saving you time, effort and money. Above all, we manage your financial complexity.
Enthusiasm breeds expertise. You’ve noticed how people who love what they do, do it well. At Foundation Wealth Management, we have assembled a team of enthusiastic experts. From client service to investment research to tax and estate planning to education consulting, we are people who love what we do.
To provide the most objective, intelligent, comprehensive financial advice and plan consulting services to each of our clients in the most personalized, timely, and cost-effective manner.