Firm Foundation Family Wealth
We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™
Firm Foundation Family Wealth · Ft. Lauderdale, Florida
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About
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.
Who they serve
- High earners
- Ultra high net worth
- Founders
- Executives
- Multi-generational families
- Early-career professionals
- Pre-retirees
- Retirees
Services
- 401(k) & IRA Management
- Estate Planning
- Financial Planning
- Insurance/Risk Management
- Asset Allocation
- Family Wealth Transfer
- Investment Management
- Liquidity & Exit Planning
- Portfolio Management
- Wealth Management
- Tax Strategy
- Stock Option Planning
- Business Succession Planning
- Charitable Giving
- Philanthropic Planning
- Portfolio Rebalancing
- Retirement Planning
- Financial Advice & Coaching
- Executive Compensation
- Risk Management
- Exit Planning
- Education Planning
- College/Education Planning
- Insurance Planning
Structured record
| Name | Firm Foundation Family Wealth |
|---|---|
| Firm | Firm Foundation Family Wealth |
| Location | Ft. Lauderdale, Florida |
| Fee model | Percentage of Assets (AUM) |
| AUM | Over $5B |
| Founded | 2023 |
| Firm size | 2 - 5 employees |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Designations | CFP (Certified Financial Planner) · Series 65 |
| Investment approach | Blend of both |
| Website | firmfoundationfw.com |
| /firmfoundationfw |
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Specialties
- Small business owners
- Retirement planning
- Family wealth transfer
- Equity compensation