Foresight Wealth Advisors

Foresight Wealth Advisors works with individual and high-net-worth clients to provide wealth management services, including portfolio management on a discretionary or non-discretionary basis, selection of third‑party sub‑advisers, and comprehensive financial planning and consulting across retirement, estate, multigenerational wealth, and executive compensation issues. The firm also advises on retirement plan assets and may provide written financial plans or ad-hoc consultations depending on client needs.

The firm constructs customized portfolios using a mix of fundamental, quantitative and technical analysis and frequently accesses institutional strategies through a third‑party sub‑adviser platform (Dimensional Fund Advisors) that implements trades for strategies the firm selects. Portfolios may include mutual funds, ETFs, individual securities, fixed income and a range of alternative instruments (private equity, hedge funds, structured products, non‑traded REITs, and physical metals), and the firm monitors accounts regularly and may employ leverage or margin in select situations.

Notable differences from many single‑advisor independents include the concentration of advisory relationships — managing roughly $121 million across seven clients — which implies unusually large average account sizes and attendant concentration risk. The firm also discloses that its principal is dually registered with another registered investment adviser (allocating about 15% of her time to that activity), relies on a sub‑adviser platform that results in separate sub‑adviser fees on client statements, and participates in custodial institutional programs that provide the firm with services and benefits that the brochure identifies as potential conflicts of interest.