Firm Foundation Family Wealth
Typically responds within 24 hours
Firm Foundation Family Wealth
We are dedicated to building and growing the wealth of high-net-worth families which empowers them to create unforgettable experiences, make a meaningful impact, and leave a lasting legacy.
As your wealth grows, so do the complexities, risks, and unique opportunities that come with it. A one-size-fits-all approach won’t cut it. Do you have a strategy to seize the opportunities and mitigate the risks?
We create a customized Firm Foundation Wealth Strategy™ for each client to have their own unique wealth management and financial plan.
As an independent firm, we've partnered with Fidelity to safeguard our clients' assets along with some of the world's largest financial institutions to access solutions for our clients.
Our team provides high-quality financial advice backed by experience gained at some of the industry's largest firms.
Our Managing Director, a CERTIFIED FINANCIAL PLANNER™, previously served as a Vice President at a leading global bank on Wall Street, where he worked within the Sports and Entertainment group.
Our clients include entrepreneurs, athletes, specialty physicians, and executives who trust us to help them build and protect their wealth.
If our approach aligns with your vision, let’s connect and explore the possibility of working together.
Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.
As your wealth grows, so do the complexities, risks, and unique opportunities that come with it. A one-size-fits-all approach won’t cut it. Do you have a strategy to seize the opportunities and mitigate the risks?
We create a customized Firm Foundation Wealth Strategy™ for each client to have their own unique wealth management and financial plan.
As an independent firm, we've partnered with Fidelity to safeguard our clients' assets along with some of the world's largest financial institutions to access solutions for our clients.
Our team provides high-quality financial advice backed by experience gained at some of the industry's largest firms.
Our Managing Director, a CERTIFIED FINANCIAL PLANNER™, previously served as a Vice President at a leading global bank on Wall Street, where he worked within the Sports and Entertainment group.
Our clients include entrepreneurs, athletes, specialty physicians, and executives who trust us to help them build and protect their wealth.
If our approach aligns with your vision, let’s connect and explore the possibility of working together.
Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.
Clients who would be a good fit
We are open to exploring working with families who align with these 3 core values and beliefs:
1. They are high-earners with demanding careers and limited free time. When they’re not working, they prioritize creating unforgettable experiences with their family.
2. As a high-income household, they desire to have a comprehensive financial plan—one that goes beyond wealth management to include personalized tax-minimization strategies.
3. They believe in the power of a team. Rather than navigating their financial journey alone, they want a trusted team of advisors guiding them every step of the way.
1. They are high-earners with demanding careers and limited free time. When they’re not working, they prioritize creating unforgettable experiences with their family.
2. As a high-income household, they desire to have a comprehensive financial plan—one that goes beyond wealth management to include personalized tax-minimization strategies.
3. They believe in the power of a team. Rather than navigating their financial journey alone, they want a trusted team of advisors guiding them every step of the way.
Clients who wouldNOTbe a good fit
We are not a good fit for families looking solely for wealth management or are seeking the cheapest solution.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
$500,000
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.5% to 1%
Meeting Options
In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
You may be interested in:
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
2 Client Reviews
"Anthony helped guide me with selecting better investments in my 401(k) and my overall approach to retirement planning. He answered my questions and helped me feel comfortable with the strategy so I understood the reasons behind the changes we were making. His expertise was helpful because now I'm confident in the investments and a better overall strategy to help me reach my goal of maximizing for growth."
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Professional Services
Help Guides
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
