Our Services
Tailored strategies designed to preserve, grow, and transfer wealth—delivered with the care and attention you deserve.
At Foresight Wealth Management, we provide fee-only asset management and investment consulting services designed to help you meet your financial goals while remaining sensitive to your risk tolerance, time horizons, tax situation, and liquidity needs.
Our service-oriented advisory practice is built on open communication. We work collaboratively with you to understand your investment objectives while educating you about our process—facilitating the kind of working relationship we value most.
Our flagship service combines asset management with holistic financial planning to address every aspect of your financial life. We conduct thorough client meetings to understand your current situation, existing resources, goals, and risk tolerance.
Based on what we learn, we present a tailored investment approach consisting of mutual funds, ETFs, individual stocks, bonds, and other appropriate securities. Portfolios are reviewed at least quarterly and rebalanced based on your individual needs and objectives.
Comprehensive planning across all financial areas
Personalized portfolio construction and ongoing management aligned with your goals.
Strategies to help you achieve financial independence and a secure retirement.
Coordination with your estate planning team to protect and transfer wealth efficiently.
Tax-efficient strategies to help minimize your tax burden and maximize after-tax returns.
529 plans and strategies to fund educational goals for children or grandchildren.
Review of existing coverage to ensure proper protection for you and your family.
For clients seeking focused investment guidance, our consulting service provides expert analysis and recommendations tailored to your specific situation. We help you make informed decisions about asset allocation, security selection, and portfolio construction.
Whether you're managing a significant portfolio, evaluating investment opportunities, or seeking a second opinion on your current strategy, our consulting services provide the insight you need.
Expert investment analysis and guidance
Comprehensive evaluation of your risk tolerance and capacity.
In-depth review of your current holdings and asset allocation.
Clear, comprehensive reporting on portfolio performance and progress.
Specific guidance on securities, funds, and allocation strategies.
Strategic realization of losses to offset gains and reduce tax liability.
We provide retirement plan consulting services for 401(k), profit-sharing, and defined benefit pension plans to employer plan sponsors on an ongoing basis. Our services help you establish, monitor, and review your company's participant-directed retirement plan.
As the needs of your plan dictate, we advise on investment options, plan structure, and participant education. Our firm acknowledges its fiduciary standard within the meaning of Section 3(21) or 3(38) of ERISA as designated by the Retirement Plan Consulting Agreement.
Complete retirement plan oversight and guidance
Development of a statement summarizing investment goals, objectives, and strategies.
Analysis of existing options with recommendations for appropriate changes.
Strategic models to aid participants in developing investment strategies.
Ongoing performance monitoring with notification of any concerns.
Resources and guidance to help employees make informed decisions.
ERISA-compliant services with acknowledged fiduciary responsibility.
Our Process
A disciplined, client-centered approach ensures your financial strategy reflects your unique circumstances.
Comprehensive conversations to understand your situation, goals, and risk tolerance.
Development of a tailored investment approach aligned with your objectives.
Precise portfolio construction ensuring alignment with your constraints.
Ongoing reviews, rebalancing, and open communication.
Fee Structure
We believe in straightforward pricing that aligns our interests with yours.
Flat Fee Structure
Our comprehensive wealth management service is offered on a flat fee basis, providing predictable costs regardless of your portfolio size. This structure ensures our advice is always in your best interest, not influenced by the size of your account.
Customized Pricing
Retirement plan consulting fees are based on the complexity and size of your plan. We work with you to develop a fee arrangement that reflects the scope of services provided and delivers value to both the plan sponsor and participants.
As a fee-only advisor, we do not receive commissions or compensation from third parties. Our only compensation comes directly from our clients, ensuring complete alignment of interests.
Schedule a complimentary consultation to discuss your financial goals and learn which of our services is right for you.
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