We have a “client first” philosophy and want you to be a client for life. We communicate frequently and try to take the complexity out of investing for our clients and their families.
You won’t find any “buy and hold” strategies being solicited here. We believe in actively building the portfolio to capitalize on current market trends. In addition, we also attempt to limit the large losses with active downside protection strategies.
No proprietary products and no sales quotas. As an independent advisor, we are looking to build a plan with investments that best suit your long term goals. As a fiduciary, build plans with your best interest in mind.
Foundation Wealth Management is a full service financial services firm located on the West side of Cincinnati. We have been helping successful individuals, families, and businesses work toward their financial goals for over 20 years. Our firm has an overall wealth management focus, and we customize financial plans with your specific wants and needs in mind.
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