Foresee Wealth Advisors

Foresee Wealth Advisors (FC Wealth, Inc. dba Foresee Wealth Advisors and Compass Wealth Advisor) serves individuals — including high-net-worth clients — as well as charitable organizations, corporations and retirement plans. The two-advisor firm reports approximately $146 million in assets under management across about 158 clients and provides ongoing portfolio management, financial planning, and pension consulting with administrative and participant services.

The firm documents client goals and risk tolerance in written Investment Policy Statements, often seeks discretionary trading authority, and typically builds portfolios around ETFs (including precious-metal sector ETFs), mutual funds, equities, fixed income and TIPS. Its methods include fundamental, modern portfolio theory, quantitative and technical analysis, and the firm uses long- and short-term trading as well as options strategies (including covered, uncovered, and spread positions), each of which carries material additional risk.

Distinctive features for a small supported adviser include offering plan-level pension consulting (plan design support, fiduciary training, participant education and RFP assistance) alongside individual wealth management. The brochure also discloses that supervised persons are licensed insurance agents and maintain an affiliation with another advisory firm for client transitions, and it identifies the acceptance of insurance compensation and potential soft-dollar benefits as disclosed conflicts of interest.