Wealth Management is term used by many businesses in the financial services industry and it
means something different to each. At Foster & Motley, wealth management means combing
financial planning and investment management to provide a comprehensive, cohesive
experience for our clients. We believe wealth management done right helps you live your most
Why is wealth management important?
There are a lot of components of a person’s financial life and we believe wealth management
should integrate them all to make one big clear picture. It considers cash flow, net worth
analysis, tax planning, insurance considerations, retirement analysis, college planning,
investment management, charitable giving, stock option planning, and more. Looking at any of
these items independently can lead to problems; they are all interconnected and require careful
Wealth Management is not one size fits all - it’s unique to each person, couple, or family. What
is important to one person may not resonate with another, so we work with clients to clearly
define their goals and establish a plan to help them reach them, no matter where they are on
their wealth journey.
How can wealth management help you?
Wealth Management can help you get a solid handle on where you are today, develop a plan for
getting to where you want to be tomorrow, and put a plan in place for your future. Wealth
management is not just about the financial parts of your life, it’s about your whole life.
At Foster & Motley we work with clients to help them embrace their wealth mindset and find the
highest measure of wealth, which is not a financial status. Contact us to learn more about our
Wealth Management offering and how we can help you achieve the life you envision.