Wealth Management Financial Services

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 through referrals from happy clients, and the ability to focus our budget on what makes us better advisors. For you, it means depth of understanding, holistic analysis, generational advice and support of personal goals and values.

Happily, we are among the first to learn of pending marriages, babies and the sale of business or assets. Importantly, we are among the first to learn of disabilities, sickness, loss of jobs and death. We help our clients plan for all of these events so they can focus on their own human experiences, joyful or not.

About Our Wealth Management Services

The Financial Planning Process
Defining Goals and Objectives This is the most important and can be the most enjoyable step in the process – envisioning what you want your money to do for you and your family. Pertinent questions include: When do you want to have the freedom to leave the workforce? How much do you want … [Continue Reading...]
Your First Meeting
In order for us to start the financial planning process for you, it is helpful to have as much of the following information as possible for our first meeting: Names, dates of birth and social security numbers for you and your children, Home value and mortgage information (rate, term of loan, … [Continue Reading...]