Strong Foundation Wealth Management LLC

Overview

Strong Foundation Wealth Management LLC is an independent, individually owned registered investment adviser that serves both individual/family and institutional clients. Its advisory offering centers on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees. It is not identified as an active ESG investor, is not a multi-state adviser, and is not a capital allocator. An industry affiliation with an insurance company is noted. The snapshot flags a potential inconsistency around pension services: pension consulting is listed among advisory activities while a separate field marks “Pension Consultant: No,” which suggests the firm may provide related work without being separately registered or designated as a formal pension consultant.

Assets & Accounts

Investments & Alternatives