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Foss Wealth Management

Providing Financially

and ethically sound retirement solutions

Helping You Prepare

for financial independence

Are you prepared

for a rainy day?

  • Financial Solutions
  • Investment Management
  • Legacy Planning
  • Social Security Maximization
  • Tax Planning
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(252) 566-4725

Foss Wealth Management, Inc.

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.

Contact Us
Generational Vault

Financial Solutions


Our mission is to provide you with innovative financial strategies in an effort to help improve your quality of life. Making strong commitments to you and building life-long relationships are tenets of our success. ...

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Investment Management


During times of uncertainty, it is comforting to sit on the sidelines with your money in a safe place. But, if you wait for a period of calm before venturing out again, you may miss out on market recovery ...

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Tax Planning


Perhaps the most impactful piece of retirement planning is determining your tax liability. Tax planning can have a large impact on the amount of wealth you will be able to transfer to your legacy ...

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Our Location

Foss Wealth Management
125 West Railroad St
LaGrange, NC 28551
(252) 526-8767
cfoss@fosswm.com

Our Company

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Our Services

  • Financial Solutions
  • Generational Vault
  • Investment Management
  • Legacy Planning
  • Social Security Maximization
  • Tax Planning
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Foss Wealth Management, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Foss Wealth Management, Inc. a Registered Investment Advisor in the State of North Carolina. Insurance products and services are offered through The Foss Agency, Inc. Foss Wealth Management, Inc. and The Foss Agency, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of North Carolina or where otherwise legally permitted. Foss Wealth Management, Inc., The Foss Agency, INC. and Charles Foss is not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.