Foguth Wealth Management, LLC.

Foguth Wealth Management serves individuals (including high-net-worth clients), plan sponsors, and other business clients with portfolio management, financial planning, qualified-plan consulting, and estate-planning assistance. The firm offers continuous investment management, financial plans, participant-level retirement advice, and project or ongoing consulting for defined contribution plans.

FWM constructs model portfolios primarily from ETPs and ETFs and applies a mix of fundamental, technical, cyclical, and charting analysis alongside principles of modern portfolio theory. It also uses third‑party managers and TAMPs, including a single direct‑indexing provider (Orion Portfolio Solutions) that enables custom direct‑indexing strategies and automated tax‑loss harvesting when appropriate.

The firm is affiliated with an insurance agency (Michael Foguth Financial Group) and discloses that employees are licensed to sell life and health insurance and may receive commission compensation, a practice the brochure notes as a potential conflict of interest. The brochure also describes use of a third‑party SaaS (Trust&Will.com) to produce non‑legal estate documents and indicates the firm uses client testimonials in advertising—features that are less common among multi‑team peers.