Broker Check

Investment Planning & Wealth Management

The 2010’s was a decade long bull market with minimal market corrections. With interest rates at historic lows and no more room to reduce rates to spur markets, smart investment management is more important than ever. A simple allocation to large cap equity and fixed income is no longer sufficient (if it ever was) for a growing and diversified portfolio. At Foundation Wealth, we think outside the box and implement strategies more designed to today’s environment while controlling what we can: asset allocation, cost and tax efficiency.

  • Capital preservation strategies
  • Inflation Protection
  • Real Estate Investment Trusts
  • Multiple asset classes
  • Globally diversified
  • Low-cost portfolios
  • Other Alternatives
  • SMA’s