Where Legacy Meets Stability
At Firm Foundation Family Wealth, we understand that every strong, enduring structure begins with a solid foundation. Just as a well-built home stands the test of time, so too does a robust financial plan lay the groundwork for your family's future and legacy. Our mission is to provide you with the framework necessary to build, grow, and safeguard your wealth, ensuring it serves as the cornerstone for your family's success.
Our Services
No two legacies are alike. Our team tailors personalized strategies to match your unique circumstances, aspirations, and financial goals. Whether it's estate planning, investment diversification, or wealth transfer, we craft solutions that stand the test of time.
Financial Planning
Investments
Retirement Planning
Risk Management
Estate Planning
Philanthropic Giving
Why We Help Clients Build a Firm Foundation
The grouping of the houses within our logo is a representation of family and multigenerational wealth. Our conversations with clients on their long-term outlook focus on legacy not just the typical traditional retirement from a vocation. Leaving a legacy is not merely defined by leaving behind an estate. It is an intentional, purpose-driven process usually defined by creating a lasting and significant impact on the world that reflects their accomplishments, values, and influence. Our clients are driven to inspire, lead by example and set a standard of excellence for anyone who follows in their footsteps.
We enjoy helping clients maximize the freedom a firm financial foundation provides in order to dedicate the time and resources to living an unforgettable life all the way to the finish line. Whether it is through a successful example of raising a family, professional achievements, philanthropy, or innovations, leaving a legacy is a way to solidify their influence for generations to come in their family, community and organizations they are involved with. The pursuit of a meaningful legacy provides our clients with a sense of purpose for the entirety of their life versus just being limited to one aspect of who they were as a professional.
Your Financial Advisor
The importance of my role as a financial advisor resonates deeply with me because it’s a chance to guide and support individuals during pivotal moments in their lives. Whether it’s planning for a child’s education, navigating retirement, or preserving a family legacy, I’m honored to be entrusted with these critical milestones.
What makes this profession incredibly meaningful to me is the human connection forged through every financial decision. It’s about understanding the unique aspirations, fears, and values of each person I work with. I firmly believe that behind every financial goal lies a story—a vision of a brighter future, a legacy waiting to be crafted.
The trust my clients place in me isn’t just about managing their wealth; it’s about being a partner on their life journey. It’s about being there to celebrate successes, navigate uncertainties, and provide structure and guidance that extends beyond numbers on a balance sheet.
The joy of witnessing the realization of dreams, the relief of a well-executed plan, and the peace of mind that comes from financial security—that’s what drives me. Knowing that my expertise can alleviate financial stress, bring structure, and pave the way for a more prosperous tomorrow is what fuels my passion for this profession.
Outside of my role as a financial advisor, I’m a proud husband to my wife, Pamela, and father to my daughter, Lucia. And, as a Crohn’s Disease patient myself, I’m deeply committed to helping the South Florida chapter of the Crohn’s and Colitis Foundation. I graduated from Carroll University with a Bachelor of Science in Business with a Finance major and Accounting minor. En route to becoming a CERTIFIED FINANCIAL PLANNER™ professional, I completed the CFP® certification of Professional Education Program.
As a dedicated Client Service Associate at Firm Foundation Family Wealth, Deb plays a pivotal role in ensuring seamless interactions and unparalleled service for our valued clients. With a solid foundation built on 20+ years of experience in marketing, management, and client services, Deb has honed exceptional skills in client relations, administration, and operational efficiency.
In her role, Deb manages the day-to-day administrative functions ensuring the smooth flow of operations within the firm. She takes a proactive approach to client service efficiently handling inquiries and overseeing the execution of client requests.
She tracks and monitors all client interactions providing valuable insights that contribute to the continuous improvement of our client service model. Her dedication ensures that clients not only receive professional expertise but also feel understood and valued throughout their wealth management journey.
Why Should I Work With A CERTIFIED FINANCIAL PLANNER™?
The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.
Alex Goss, CFP®
Neil Turner
Jeff Cutler
Will Brand, CRCP®
Erin Corbett
Ryan Geschke
Jenny Kurz
Lauren Lehman, CFA®, CFP®
Arianna Rodriguez, CIMA®
Resource Partners
Get In Touch
Do you have questions for Firm Foundation Family Wealth and want to get in touch? Give us a call Monday – Friday, 8:30 a.m. – 5:30 p.m. ET, or email us at any time. We are here to serve you.