About | Foresight Wealth Management

Our Mission

To provide sophisticated financial guidance that empowers clients to achieve long-term financial security and generational wealth. We believe everyone deserves access to high-quality wealth management, delivered with integrity and personalized attention.

Foresight Wealth Management was established to bridge the gap between institutional-quality advisory services and accessible, fee-only wealth management. Our approach combines academic rigor with decades of real-world investment experience to deliver strategies that truly serve our clients' best interests.

We are committed to open communication, ongoing education, and building lasting relationships founded on trust and mutual respect.

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Our Fiduciary Commitment

"As a fiduciary, it is our duty to always act in the client's best interest."

This isn't just a legal obligation—it's the foundation of everything we do. Being a fiduciary means we are legally and ethically bound to put your interests ahead of our own. We don't earn commissions on product sales. We don't receive kickbacks from fund companies. Our only compensation comes from the fees you pay us directly, ensuring our advice is always aligned with your goals.

This commitment is accomplished in part by truly knowing you. We take the time to understand your aspirations, concerns, risk tolerance, time horizons, tax situation, and liquidity needs. Only then can we craft strategies that genuinely serve your financial future.

Fee-Only

We are compensated solely by our clients—never by commissions or third-party payments.

Transparent

Clear, straightforward pricing with no hidden fees or surprise charges.

Accountable

Registered with regulatory bodies and held to the highest professional standards.

Our Values

Principles That Guide Us

Foresight

Anticipating future opportunities and challenges for our clients through thoughtful analysis and planning.

Integrity

Always acting with the highest ethical standards, even when no one is watching.

Excellence

Delivering exceptional financial insights and services through continuous learning and improvement.

Legacy

Helping clients create lasting financial impact for themselves and future generations.

Discretion

Ensuring privacy and trust in every interaction, treating your information with utmost care.

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.

His research interests include corporate governance, capital markets, and financial literacy education. He is passionate about preparing the next generation of finance professionals for long-term success in a dynamic global economy.

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

Education

Doctor of Business Administration (D.B.A.) — Creighton University
Master of Science in Finance (M.S.F.) — Creighton University
Master of Business Administration (MBA) — Mississippi State University

Our Process

How We Work With You

A disciplined, client-centered approach 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. This foundation is essential for everything that follows.

Strategy

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

Implementation

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

Partnership

Portfolios are reviewed quarterly and rebalanced as needed. We maintain open communication to keep you informed, educated, and confident in your financial future.

Built on Trust, Driven by Excellence