Wealth Management

We recognize the role wealth plays in the lives of high net worth individuals and families, where preservation of assets often takes priority over growth. Through our wealth management solutions, we invest on our clients’ behalf with a balanced approach toward achieving growth, managing risk, and preserving wealth.

As an independent investment advisory firm, Foresight manages investments and makes recommendations free from bias and conflicts of interest. So our clients know the assets they entrust to us are managed objectively and with their interests in mind. We build and manage our own investment portfolios that fit many clients’ broad-based objectives, and also manage individual accounts of equity and fixed income investments around our clients’ specific needs.