FOR INDIVIDUALS

Wealth Management

Helping Families Like Yours

If you have received a lump sum inheritance, stock options, proceeds from a business buyout or other fortunate event, one thing is certain: the way you manage your money over the long term will have a huge impact on your life, your family, and hopefully future generations.

Our approach to wealth management is designed for successful families like yours. Foster & Wood can help you make smart decisions that give your family the freedom to:

• Enjoy your wealth today
• Grow it for the future
• Pass it on to future generations.

A Difference That Is Real

This probably doesn’t sound very different from other wealth managers. In fact, over the short term, all investment advice can seem similar. But over the long term (20+ years), differences in the quality of advice you receive now can translate into millions of dollars.

This is where Foster & Wood can make a real difference for families like yours. Our firm is focused on preserving and growing family wealth through a combination of effective investment strategies, a strategic approach to wealth management and a healthy dose of experience. Foster & Wood can truly make a difference for your family in the areas of:

• Preserving wealth
• Mitigating income taxes
• Wealth transfer strategies for heirs
• Protect wealth from being diminished through litigation
• Develop strategies for charitable giving.

A Personal Approach

Our client-centric approach is designed to meet the key concerns that people have in managing family wealth, helping you to:

• Streamline your complex financial affairs
• Gain access to the expertise you need, drawing from our significant experience, CFP® credential, and Foster & Wood’s large network of professional resources
• Feel that your needs are well understood and are being met through appropriate wealth management strategies.

We accomplish this mission by delivering knowledgeable, attentive service in three areas:

Investment Consulting

The foundation of any wealth management relationship, we work to understand your unique needs, and develops a prudent investment strategy that mitigates risk while helping you meet personal goals.

Advanced Planning

This broad service category encompasses wealth enhancement through tax mitigation; wealth transfer and estate planning; wealth protection against litigants and other parties; and impactful charitable giving, to the extent that it is a priority to you.

Relationship Management

Through an effective discovery process, we work with you in a consultative manner to fully understand your goals and meet them over time. In doing so, we will assemble and manage a network of financial experts (such as an insurance planner, an estate attorney, and a tax accountant), collaborating over time with these professional advisors.

It’s easy to get started. Contact Foster & Wood today to schedule a discovery meeting.

Our Process