Foundation Wealth Management

EST. AUM
$660,649,789

CONTACTS
3

CLIENT ACCOUNTS
1,778

Firm Details

Metro area St. Louis
CRD Number 127134
Website fwmria.com
Client types

Overview

Foundation Wealth Management is an independent financial services firm specializing in personalized wealth management solutions. Established in 2003 by seasoned professionals with over three decades of industry experience, the firm was built on a foundation of trust and a commitment to providing exceptional service. The company prioritizes empathetic listening to understand clients' unique goals and concerns, tailoring strategies to meet their financial needs. Its independence ensures objectivity, as the firm is not affiliated with any broker-dealer or product provider, allowing advisors to select the best solutions for each client. Foundation Wealth Management employs Modern Portfolio Theory to guide asset allocation and rebalancing strategies, aiming to maximize gains and minimize risk through disciplined investment management. The firm also emphasizes comprehensive financial coordination, integrating tax planning, insurance, and estate considerations to manage clients' financial complexities efficiently. Driven by a passionate team of experts, Foundation Wealth Management delivers customized solutions in investment management, tax and estate planning, and education consulting. Their dedication to understanding the unique nuances of each client’s life ensures a deeply personalized and effective approach to financial planning.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Foundation Wealth Management

Platform Details

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