Newport, RI Office

Fox Hill Wealth Management serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, offering financial planning, investment management, retirement plan consulting and retirement plan management, and coordinating estate‑planning work with third‑party specialists. The firm operates on a fee‑only basis and generally manages client assets on a discretionary basis.

The firm implements client portfolios using an asset‑allocation framework that combines passive and active strategies and relies on both fundamental and quantitative analysis. It generally uses model portfolios but will construct customized allocations when needed, and some strategies incorporate hand‑selected holdings and options-based hedging techniques.

Noteworthy distinctions include the firm’s use of client testimonials in its advertising, a practice that is uncommon among comparable team advisers, and its explicit provision of retirement plan services including acting as an ERISA investment manager in certain engagements. The firm is a relatively recent SEC registrant and oversees roughly $290 million with a small team of advisers, and it does not take custody of client assets, instead working through independent custodians.