Broker Check

Services

How We Work

The advisors at Foothills Wealth Management specializes in developing customized financial strategies for individuals, families and business owners. As your financial steward, we coordinate the advice and guidance you receive from your trusted advisors—financial, tax and legal professionals—in an effort to help you pursue your goals with confidence and bring clarity to even your most your complex financial challenges.

Financial Planning

Goal planning

Cash flow & income analysis

Retirement income planning

401(k) and pension plan review

Concentrated stock strategies

Stock option analysis

Education funding strategies

Investment Management

Portfolio diversification and asset allocation strategies

Tax-sensitive investments

Quarterly performance reports

Monthly statements and annual reviews

Online account access

Legacy Planning

Estate planning documents review

Wealth transfer strategies

Beneficiary review

Philanthropic planning

Charitable trust strategies

Private foundations

Trust management services

Business succession/exit planning

Wealth VisionSM

Online account aggregation & financial planning system

Balance sheet/Net worth statements

Financial goals/plans

Asset allocation strategy

Tax documents, trusts, wills and other private records

Document storage

Insurance policies and coverages

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

helpdesk@foothillswm.com | 864.224.6312

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