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Foundation Wealth Management

Foundation Wealth Management Email Formats

Financial Services1-10 Employees

Key Contact at Foundation Wealth Management

Flag of US

Alex Potter

President & Financial Planner

Company overview

HeadquartersXX
Website
NAICS52
Keywords
Tax Planning, Insurance Planning, Financial Planning, Investment Management, Legacy Planning
Founded2025
Employees1-10

About Foundation Wealth Management

At Foundation Wealth Management, we are a fee-based fiduciary that is built on trust. We focus on personalized planning, disciplined wealth management, and long-term strategies to help you build, fortify, and pursue lasting financial freedom with confidence. Your goals. Your future. Your best interest—always.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Foundation Wealth Management has never raised funding before.

Frequently asked questions

Foundation Wealth Management is located in XX.
Foundation Wealth Management was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.
Foundation Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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