Foundation Wealth Management
Overview
Foundation Wealth Management is a full-service financial services firm based in Cincinnati, Ohio. The firm offers a comprehensive range of services, including investment management, financial planning, and retirement planning, tailored to meet the unique needs of individuals, families, and businesses. With over 20 years of experience, they are committed to helping clients achieve their financial goals through personalized strategies and active management. The firm's investment approach emphasizes active management, aiming to capitalize on current market trends while implementing downside protection strategies to mitigate large losses. They prioritize a 'client first' philosophy, focusing on clear communication and simplifying the investment process for clients and their families. As an independent advisor, Foundation Wealth Management is not tied to any proprietary products or sales quotas, ensuring that investment plans are built with the client's best interests in mind. Foundation Wealth Management has a strong track record, boasting a client retention rate of over 95%. Their team of enthusiastic experts is dedicated to providing objective advice and customized solutions, fostering lasting relationships with clients. The firm is affiliated with LPL Financial, one of the largest independent broker-dealers in the country, and Private Advisor Group, a Registered Investment Advisor with the SEC, enhancing their ability to offer comprehensive and fiduciary investment services.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Frequently asked questions about Foundation Wealth Management
What sectors does Foundation Wealth Management invest in?
Foundation Wealth Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Clayton, Missouri, United States. Foundation Wealth Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Foundation Wealth Management invest at?
Foundation Wealth Management backs companies at Early Stage, Series A, Series B, Growth, Late Stage and Pre-IPO, writing cheques of 1M - 50M.
Which regions does Foundation Wealth Management invest in?
Foundation Wealth Management invests across United States.
Who are the partners at Foundation Wealth Management?
Team members listed for Foundation Wealth Management include Pamela Hardin (President) and Daniel Ladd (Chief Investment Officer).
What companies has Foundation Wealth Management invested in?
Foundation Wealth Management's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Pfizer.
How do I contact Foundation Wealth Management?
Foundation Wealth Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
