The “Foundation” of Foundation Wealth Management Is Trust
Through empathetic listening we identify each of our clients’ goals and concerns
Objectivity is Critical
We are not tied to any securities broker dealer or product provider. We are truly independent.
Each Client is Unique
You deserve personal, customized attention and personal, customized solutions
Modern Portfolio Theory
By maintaining target allocations among asset classes, Modern Portfolio Theory directs us to sell high and buy low.
The Left Hand Should Know What the Right Hand Is Doing
Nothing in your financial life happens in isolation. By coordinating all of these areas, we can help you save time, effort, and money.
Enthusiasm Breeds Expertise
People who love what they do, do it well. We have assembled a team of enthusiastic experts.
Become a Personal Wealth Management Client. For Life.
At Foundation Wealth Management, we are most proud of our over 95% client retention rate. For us, that means lasting relationships, growth … [Read More...]
Are you busy doing what you do best? Are you proud to be an American but wish the regulations regarding the administration of your retirement plan weren’t quite so onerous? Do you worry about a … [Read More...]
Women in Transition
We at Foundation Wealth Management have been doing it for years, but now we have a name for it: Women In Transition™ or WIT. Webster defines “wit” as mental capability and resourcefulness. Just what … [Read More...]
Before hiring an Investment Advisor, there are some important things that you should know. These resources will help you ask the right questions and make an informed decision. … [Read More...]
About Foundation Wealth Management
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 client service and expertise to our valued clients.
FWM Corporate Office
168 N. Meramec
Clayton, MO 63105(314) 726-6789 Phone
(314) 726-6785 Fax