Build Your Financial Foundation Today
Set the Foundation. Fortify your Legacy. Live with Freedom.
At Foundation Wealth Management, we are a fee-based fiduciary that is built on trust. We focus on personalized planning, disciplined wealth management, and long-term strategies to help you build, fortify, and pursue lasting financial freedom with confidence.​​
Your goals. Your future. Your best interest—always.
Our Services
Financial Planning
Feeling financially disorganized? Struggling to picture your future? Let’s create a clear, strategic plan to bring your financial goals into focus and keep you on track.
Investment Management
Everyone sees the markets differently. We design investment strategies that align with your goals—because it's not just about numbers, but what your money can do for you.
Insurance Planning
We don’t sell insurance—we offer expert guidance. Our role is to help you evaluate risks, determine the right coverage, and work with your insurance agent to secure proper protection.
Estate Planning
We provide estate planning guidance to help structure your assets, minimize taxes, and protect your legacy. We also assist in creating essential documents using estate planning software to support your plan.
