Foundation Wealth Strategies LLCAn Independent Firm

A Structured Approach to Managing Wealth

Building anything of lasting value requires a foundation of measurable strength, underlying integrity and solid support. It can especially be said of building for one’s financial future.

Having a strong financial foundation involves fully addressing and evaluating every element of your financial life and, most important,ensuring that each aspect fits properly into the cohesive whole.

We not only understand this sense of structure, but underscore its significance in bringing lasting value to your personal finances. Longevity has become increasingly essential as retirement today extends as much as 30 years or more.

Our comprehensive approach to financial planning involves far more than simply managing your investments. We provide a synergy of financial solutions and strategies, from wealth preservation to retirement income, offering financial advice only once it’s been diligently researched and thoroughly analyzed.

The result of these exhaustive efforts is the liberating feeling that can come from knowing your financial affairs are not only in order, but being personally cared for and professionally addressed.

Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights

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Foundation Wealth Strategies LLC
213 W Wesley St
Suite 103
WheatonIL 60187
Phone: 630-690-5443
Fax: 630-690-5472
Toll-Free: 866-272-8630
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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