Foss Wealth Management, Inc. is an independent privately-owned registered investment advisor firm.

Our focus is what is best for you, the client. We help you realize your dreams by offering creative solutions through an open and transparent advisory process utilizing mutual funds, exchange traded funds (ETF), and separately managed accounts to achieve financial independence.

Our vision is to meet all your wealth management needs through a comprehensive view of your financial picture, including insurance, taxes, investments, banking, trust and estate planning.

Our services and strategies focuses on providing tax-efficient investments and retirement solutions to assist you in reaching your goal of “financial in- dependence”. Our plans are designed with the following emphasis:

Portfolio Investment Management

Annual Income Tax

Retirement Income

Estate Distribution Planning

Legacy Planning