Wealth Management & Advisory

Empowering Your Legacy with Vision & Precision

Sophisticated financial guidance for discerning clients seeking strategic wealth preservation and growth.

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A Fiduciary Committed to Your Financial Future

Foresight Wealth Management provides fee-only asset management and investment consulting services for discerning clients seeking to achieve their financial goals while remaining sensitive to risk tolerance, time horizons, tax situations, and liquidity needs.

As a fiduciary, it is our duty to always act in your best interest. This commitment is accomplished through truly knowing you—understanding your aspirations, concerns, and vision for the future. We have established a service-oriented advisory practice with open lines of communication, working collaboratively to understand your investment objectives while educating you about our process.

Foresight

Anticipating opportunities

Integrity

Highest ethical standards

Excellence

Exceptional insights

Legacy

Lasting financial impact

Watch a message from Dr. Satchell

A Personal Welcome

Meet Dr. Satchell

Get to know the philosophy and approach behind Foresight Wealth Management. In this brief introduction, Dr. Satchell shares his journey from Wall Street to academia, and why he founded Foresight to provide exceptional wealth management services without the excessive fees.

Learn about our commitment to fiduciary responsibility, fee-only advising, and building lasting relationships with our clients.

Learn More About Us

Our Services

Comprehensive Wealth Solutions

Tailored strategies designed to preserve, grow, and transfer wealth across generations.

Comprehensive Wealth Management

Flat fee, fee-only wealth management combining asset management with holistic financial planning.

Retirement Planning
Investment Management
Estate Planning
Tax Planning Strategy
Education Planning
Insurance Analysis

Investment Consulting

Strategic portfolio construction and ongoing management tailored to your unique circumstances.

Risk Assessment
Portfolio Construction
Quarterly Reviews
Rebalancing Services
Performance Reporting
Tax-Loss Harvesting

Retirement Plan Consulting

Expert guidance for employer plan sponsors managing 401(k), profit-sharing, and pension plans.

Investment Policy Statements
Investment Option Analysis
Asset Allocation Models
Fiduciary Compliance
Participant Education
Quarterly Monitoring

Our Team

Leadership You Can Trust

Experienced professionals dedicated to your financial success.

Dr. Jason M. Satchell, CFP®

Founder & Principal Advisor

Dr. Jason M. Satchell is a finance educator, investment professional, and entrepreneur with over 20 years of experience in financial services and higher education. He currently serves as a Teaching Assistant Professor of Finance at The University of Illinois - Urbana Champaign, where he teaches courses in corporate finance.

Before entering academia, Dr. Satchell held leadership roles at Waddell & Reed and Ivy Investments, specializing in asset management and advisory services for both individual and institutional clients. His professional expertise spans corporate finance, portfolio management, investment analysis, and financial planning—allowing him to bridge the gap between academic theory and real-world practice.

Dr. Satchell founded Foresight Wealth Management to help clients seeking the best service possible without having to break the bank. Dedicated to advancing financial education, ethical leadership, and client success, he brings the same rigor and care to his advisory practice that has defined his career in both industry and academia.

CFP® D.B.A. M.S.F. MBA Fiduciary Fee-Only

Our Approach to Wealth Management

We believe exceptional wealth management begins with understanding. Our disciplined process ensures your financial strategy reflects your unique circumstances, goals, and values.

Discovery

We begin with comprehensive conversations to understand your current financial situation, existing resources, goals, and tolerance for risk.

Strategy Development

Based on our findings, we develop a tailored investment approach utilizing mutual funds, ETFs, individual securities, and other appropriate instruments.

Implementation

We construct and implement your portfolio with precision, ensuring each decision aligns with your stated objectives and constraints.

Ongoing Management

Portfolios are reviewed quarterly and rebalanced as needed, with regular communication to keep you informed and engaged.

Planning Tool

Retirement Savings Calculator

Get a quick estimate of how your savings could grow over time. This simple calculator helps you visualize the power of consistent investing and compound growth.

Adjust the inputs to see how changes in your savings rate, investment timeline, or expected returns could impact your retirement nest egg.

This calculator is for illustrative purposes only and does not constitute financial advice. Actual returns will vary. Schedule a consultation to discuss your specific situation.

Estimate Your Future

Current Age

Retirement Age

Current Savings

Monthly Contribution

Expected Annual Return: 7%

1% 12%

Estimated Retirement Savings

$847,528

After 30 years of growth

Total Contributions

$230,000

Investment Growth

$617,528

Discuss Your Plan

Schedule a Meeting

Book Your Complimentary Consultation

Take the first step toward achieving your financial goals. Schedule a no-obligation consultation to discuss your situation and learn how Foresight Wealth Management can help.

During this 30-minute conversation, we'll discuss your financial objectives, answer your questions, and determine if we're the right fit for each other.

No obligation, no pressure
30-minute video or phone call
Discuss your goals and concerns
Learn about our services and approach
Get answers to your questions

Schedule Online

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