Foundation Wealth Strategies, LLC

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Foundation Wealth Strategies, LLC A boutique practice created specifically to serve clients through comprehensive wealth management.

A boutique independent practice created specifically to serve our select group of clients through comprehensive financial planning. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Foundation Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:
10/22/2026

Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:

raymondjames.com

Even if you're satisfied with your current Medicare coverage, a yearly review can be time well spent. Explore key questi...
10/20/2026

Even if you're satisfied with your current Medicare coverage, a yearly review can be time well spent. Explore key questions and resources to help you evaluate your options:

raymondjames.com

Building long-term financial security often starts with consistent habits. Explore practical ways to make the most of yo...
10/13/2026

Building long-term financial security often starts with consistent habits. Explore practical ways to make the most of your retirement accounts and keep your savings goals on track:

raymondjames.com

On World Mental Health Day, a reminder that taking care of your wellbeing matters.
10/10/2026

On World Mental Health Day, a reminder that taking care of your wellbeing matters.

📣 Join us for this month's webinar, "The Long Voyage: Discipline Through Uncertainty."Hear from our Chief Investment Off...
10/08/2026

📣 Join us for this month's webinar, "The Long Voyage: Discipline Through Uncertainty."

Hear from our Chief Investment Officer, Larry Adam, as he shares insights on the outlook for the economy, inflation, and financial markets, and discusses the importance of staying disciplined through periods of uncertainty.

Don't miss this opportunity to gain valuable market perspective and investment insights.

raymondjames.com

Annuities can be a great option for those approaching or in retirement who are looking for a guaranteed source of income...
10/06/2026

Annuities can be a great option for those approaching or in retirement who are looking for a guaranteed source of income that won't falter no matter what happens in the market. Explore why income annuities are becoming increasingly popular:

raymondjames.com

Sibling bonds can be some of the most meaningful relationships in our lives, but they can also evolve as families grow a...
10/01/2026

Sibling bonds can be some of the most meaningful relationships in our lives, but they can also evolve as families grow and circumstances change. Explore practical ways to strengthen communication, navigate challenges and maintain lasting connections:

raymondjames.com

The enrollment period ends on December 7, and changes made during this window generally take effect January 1. If you ha...
09/29/2026

The enrollment period ends on December 7, and changes made during this window generally take effect January 1. If you have not yet reviewed your Medicare coverage for next year, there is still time to evaluate your options. Take a moment to review your Medicare coverage with Chapter, a trusted advisory service provider, to ensure your plan still supports your health and financial goals. Read the one-pager to get started.

raymondjames.com

Address

1745 S. Naperville Road, Suite 101
Wheaton, IL
60189

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