A complete list of active advisors currently associated with Strong Foundation Wealth Management LLC

Warmer can help you find a great advisor at Strong Foundation Wealth Management LLC or one who fits your needs even better.

Strong Foundation Wealth Management LLC provides portfolio management, financial planning, and pension consulting to high‑net‑worth individuals, pension and profit‑sharing plans, charitable organizations, and business entities. The firm reports roughly $20.5 million in discretionary assets across about 58 client relationships and does not appear to maintain a notable non‑high‑net‑worth retail client base. The adviser constructs individualized investment policy statements and typically manages accounts on a discretionary basis, employing a mix of methods — including modern portfolio theory, quantitative, technical and charting analysis — and both long‑ and short‑term trading. Investment allocations may include mutual funds, fixed income, real‑estate funds (including REITs), ETFs (including precious‑metal ETFs), private placements and venture capital, and clients are required to custody assets at specified custodians (Schwab Institutional or SEI Private Trust Company). Noteworthy aspects disclosed in the brochure include the firm’s provision of pension consulting services for retirement plans and an affiliation with another registered investment adviser, as well as a representative’s licensed activity as an insurance agent that generates commission income. The firm also participates on the SEI adviser platform and discloses receipt of platform and custodian‑provided research, technology and other services that could influence custodian selection.

To learn more about the advisors currently working at Strong Foundation Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.