How We Work Together
A clear and structured process designed for your success.
What to Expect
Our engagement process is designed to be thorough, transparent, and collaborative. We move at your pace, ensuring you have a complete understanding of our recommendations and feel confident at every stage of our partnership.
Our Client Engagement Process
Discovery Meeting
A no-obligation introductory call to discuss your financial goals, current situation, and determine if we are a good fit.
Comprehensive Analysis
We gather your financial documents and perform a deep analysis of your investments, tax situation, and overall financial health.
Strategy Presentation
We present our findings and a tailored financial plan and investment strategy. This is where you decide if you want to move forward.
Implementation
We handle all the paperwork and processes to onboard you as a client, transfer accounts, and implement the agreed-upon strategy.
Ongoing Management
We continuously monitor your portfolio, provide regular reporting, and meet periodically to review your progress and adjust as needed.
Investment Philosophy
What We Believe
- Markets are largely efficient; long-term asset allocation is key.
- Costs, taxes, and investor behavior are the primary determinants of return.
- Global diversification reduces risk and improves consistency.
- A disciplined, evidence-based approach outperforms emotional decision-making.
- Your financial plan should be the blueprint for your investment strategy.
What We Don't Do
- Attempt to time the market or make short-term predictions.
- Chase performance or invest in the latest fads.
- Utilize high-cost, opaque, or overly complex financial products.
- Operate with the conflicts of interest inherent in commission-based models.
- Make unexplained changes to your long-term strategy.
Transparent Fee Structure
Our fee-only structure is simple, transparent, and aligns our interests with yours.
Investment Management
- First $1 Million: 1.00%
- Next $1 Million: 0.75%
- Above $2 Million: Negotiable
Financial Planning
Comprehensive financial planning services are included for all investment management clients. For standalone financial planning, fees begin at $2,500 and vary based on complexity.
Ready to Begin Your Financial Journey?
Schedule a consultation to discuss how Foundry Wealth Group can help you achieve your financial goals.