Strong Foundation Wealth Management provides ongoing portfolio management, pension consulting, and financial planning services. Strong Foundation Wealth Management builds personalized investment strategies based on each client's goals, time horizon, and risk tolerance, utilizing modern portfolio theory, fundamental analysis, and technical analysis. In addition to managing investments, Strong Foundation Wealth Management offers comprehensive financial planning covering retirement, taxes, insurance, college savings, and debt management. The firm also assists employee benefit plans and pension plans with investment monitoring and consulting. Services are tailored to individuals, high-net-worth clients, businesses, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable. Pension consulting services also charge a 1.00% annual asset-based fee.