FORESEE WEALTH ADVISORS

Overview

Foresee Wealth Advisors is an independent, owner-operated registered investment advisor that focuses on financial planning and portfolio management for individuals, families and small institutions. The firm provides fee-for-service advice through a mix of percentage-of-AUM, hourly and fixed-fee arrangements and concentrates its practice on discretionary portfolio management and financial planning. Foresee Wealth Advisors does not position itself as a capital allocator to external private fund managers and is not an active ESG investor. Service lines emphasize comprehensive planning and ongoing portfolio management, with some pension consulting capabilities for small plans. Investment decisions appear to be implemented primarily through pooled public investment vehicles rather than direct private placements, which aligns with the firm’s independent RIA model and its custody relationship with a major retail custodian.

Assets & Accounts

Investments & Alternatives

Location & Offices