Foss Wealth Management, Inc. is an independent privately-owned registered investment advisor firm.
Our focus is what is best for you, the client. We try to 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 hopefully meet all your wealth management needs through a comprehensive view of your financial picture, including insurance, taxes, investments, banking, trust and estate planning.
Generational Vault is your secure, virtual safety deposit box for life’s most important documents. From wills and insurance policies to financial plans and medical directives, everything is organized and accessible 24/7. With bank-level encryption and easy sharing features.