Wealth Foundations Partners, LLC

Wealth Foundations Partners, LLC provides discretionary portfolio management and pension/401(k) consulting to individuals (including high-net-worth clients), charitable organizations, and business entities. The firm documents client goals and risk tolerances in Investment Policy Statements and manages accounts on a continuous, tailored basis as a fiduciary.

The firm implements strategies using a mix of long- and short-term trading, asset allocation with rebalancing, options and hedging, and exposure to mutual funds, ETFs, fixed income, non-traded alternatives and real estate-related holdings. WFP routinely uses turnkey asset management platforms and outsourced managers (including Castleview and UX Wealth Partners) to implement models and handle trading, reporting, and operational support.

Noteworthy for a team of its size, WFP operates from multiple offices and a ten-advisor team, a footprint that is uncommon among peers. The firm also discloses that some supervised persons are licensed as independent insurance agents and that principals are involved in family real estate investment entities; these outside activities and third‑party affiliations are disclosed in the brochure and the firm states they will not push related business to clients.