A Team of Dedicated Financial Professionals
What We Believe
Where most advisors and investment managers say "talk to your accountant" or give poor tax advice, we are founded by CPA's and believe great financial planning can not be done without top quality tax advice.
We work on a fee-only basis to avoid conflicts of interest, we never receive compensation for selling products to clients.
As sworn fiduciaries, we provide advice that is in the best interest of our clients and not just "suitable." We hold ourselves to that fiduciary standard at all times. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
Our extensive tax expertise enables us to provide advanced tax planning as an integral part of comprehensive financial planning in a way that results in better solutions for you. This sets us apart from the majority of advisors who aren't able to effectively integrate tax and estate planning.
We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Our firm specializes in helping individuals develop sound financial strategies.
Take control of your financial future with our comprehensive financial planning services, unique to you and your situation.
Wealth management is more than just investing. It considers your unique financial goals to grow and protect your assets.
Our Approach
We approach every client with a blank slate. No preconceived notions of what you need because of what you look like or how much money you have. We understand that everyone is different — and will need a different set of strategies for reaching their financial goals with confidence.
We start by getting to know your current financial situation and you as a person. This helps us develop a deep understanding of your goals, time horizon and risk profile. From there, we are able to create a portfolio to help you accomplish those goals. Our principles are universal, but the strategy is personal to you.
Less than a quarter of workers say they’re very confident about saving enough for a comfortable retirement. Our job is to make sure you’re one of them. We’ll help you understand how much you should be saving, how you should be investing and what you might expect to have when you’re ready to stop working. Because the best way to find your way to a successful retirement, is to make sure your eyes are wide open.
Taxes are an integral part of financial planning, yet many financial advisors don't have the knowledge or experience to meet their client's needs. Being founded by CPAs gives us tax expertise that allows us to customize tax saving strategies for you.
We work with you to determine the appropriate types and amounts of insurance for you and your family. Then we coordinate with your current agent, or we refer you to an insurance provider who can assist. As fee-only fiduciaries, we don't sell insurance, and we never receive compensation for referring you to anyone. We work hard to ensure there are no conflicts of interest so that you can be sure you are receiving advice that is in your best interest.
Contact us today to discuss your financial situation with a professional and find out more about how the team at Foundation Wealth & Tax Advisors can help you achieve your financial goals.
We approach every client with a blank slate. No preconceived notions of what you need because of what you look like or how much money you have. We understand that everyone is different — and will need a different set of strategies for reaching their financial goals with confidence.
We start by getting to know your current financial situation and you as a person. This helps us develop a deep understanding of your goals, time horizon and risk profile. From there, we are able to create a portfolio to help you accomplish those goals. Our principles are universal, but the strategy is personal to you.
Less than a quarter of workers say they’re very confident about saving enough for a comfortable retirement. Our job is to make sure you’re one of them. We’ll help you understand how much you should be saving, how you should be investing and what you might expect to have when you’re ready to stop working. Because the best way to find your way to a successful retirement, is to make sure your eyes are wide open.
Taxes are an integral part of financial planning, yet many financial advisors don't have the knowledge or experience to meet their client's needs. Being founded by CPAs gives us tax expertise that allows us to customize tax saving strategies for you.
We work with you to determine the appropriate types and amounts of insurance for you and your family. Then we coordinate with your current agent, or we refer you to an insurance provider who can assist. As fee-only fiduciaries, we don't sell insurance, and we never receive compensation for referring you to anyone. We work hard to ensure there are no conflicts of interest so that you can be sure you are receiving advice that is in your best interest.
Contact us today to discuss your financial situation with a professional and find out more about how the team at Foundation Wealth & Tax Advisors can help you achieve your financial goals.
Our Team
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Foundation Wealth & Tax Advisors is a Fee-Only, Fiduciary, Independent Financial Advisory Firm.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.