Invest with experienced guidance
Preserving capital and managing risk are two important objectives for investors, and in today’s global economy, they can be more challenging than ever. Over the years, I’ve had the privilege of helping clients manage the complexities of their wealth through carefully constructed portfolios and a strategic combination of traditional investment solutions and more sophisticated investment alternatives.
We can offer you an array of personalized investment services, support and guidance that can help make a positive difference as you pursue your financial goals.
Financial planning for business owners, by business owners
Founder Wealth Strategies offers:
- Advisors with CEO experience who understand your challenges
- Expertise in exit strategies, estate planning and wealth preservation
- Personalized planning tailored to your business and family needs
Our team combines hands-on business leadership with decades of financial advisory experience. We create dynamic, comprehensive plans that evolve with your business and personal goals.
Don't settle for generic advice. Choose planners who've walked in your shoes and can guide you through every stage of business ownership.
Preserve your legacy. Enhance your wealth. Plan your future with confidence.
Founder Wealth Strategies is part of the Scharf & Selden Wealth Management of Raymond James team. Click here for more information.
Your goals become ours
Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act.
Pablo Picasso
