Foundation Wealth Strategies, LLC

Foundation Wealth Strategies, LLC A boutique practice created specifically to serve clients through comprehensive wealth management.

A boutique independent practice created specifically to serve our select group of clients through comprehensive financial planning. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Foundation Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

Sibling bonds can be some of the most meaningful relationships in our lives, but they can also evolve as families grow a...
10/01/2026

Sibling bonds can be some of the most meaningful relationships in our lives, but they can also evolve as families grow and circumstances change. Explore practical ways to strengthen communication, navigate challenges and maintain lasting connections:

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The enrollment period ends on December 7, and changes made during this window generally take effect January 1. If you ha...
09/29/2026

The enrollment period ends on December 7, and changes made during this window generally take effect January 1. If you have not yet reviewed your Medicare coverage for next year, there is still time to evaluate your options. Take a moment to review your Medicare coverage with Chapter, a trusted advisory service provider, to ensure your plan still supports your health and financial goals. Read the one-pager to get started.

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Healthcare is an important part of a retirement plan. During Medicare's Annual Enrollment Period, beneficiaries have the...
09/24/2026

Healthcare is an important part of a retirement plan. During Medicare's Annual Enrollment Period, beneficiaries have the opportunity to evaluate their current coverage and explore alternatives that may better fit their situation. As Medicare plans and personal needs can change over time, consider meeting with Chapter to explore your options and determine whether your current coverage remains the best fit. Read the one-pager to get started.

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What a great day on the course! Thank you to everyone who participated in the Klein Creek Golf Outing. The weather could...
09/22/2026

What a great day on the course! Thank you to everyone who participated in the Klein Creek Golf Outing. The weather couldn't have been better, and we had an amazing time golfing together in support of a great cause. We are grateful for everyone who came out and made the day so memorable! ⛳️☀️

Did you miss last week's webinar? No worries, we've got you covered! Catch the replay and stay up to date with the lates...
09/21/2026

Did you miss last week's webinar? No worries, we've got you covered! Catch the replay and stay up to date with the latest insights.

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What a fantastic evening at the Raymond James Signature Event at the Art Institute of Chicago last week!I had the opport...
09/15/2026

What a fantastic evening at the Raymond James Signature Event at the Art Institute of Chicago last week!

I had the opportunity to explore the incredible Mary Cassatt exhibition while also gaining perspective from Larry Adam and Paul Shoukry during their presentations. Events like these are a great reminder of the value of lifelong learning and meaningful connections.

Thank you to Stu and Cathy Buchanan and Andy and Allyson Krivograd for attending with me. I truly enjoyed sharing the experience with you.

Join Us Today for Our Investment Strategy Webinar: From Summer Calm to Fall CrosscurrentsAs summer gives way to fall, th...
09/14/2026

Join Us Today for Our Investment Strategy Webinar: From Summer Calm to Fall Crosscurrents

As summer gives way to fall, the weather isn't the only thing changing. The economy and markets may be approaching an important turning point as well.

Investors are facing some critical questions: • Will consumer spending remain resilient through the holiday shopping season? • How will developments surrounding Iran, tariffs, Federal Reserve policy, and the upcoming midterm elections shape the investment landscape?

Join Chief Investment Officer Larry Adam and other Raymond James thought leaders as they explore these questions, discuss key risks and opportunities, and share their outlook for the final stretch of 2026.

📅 Today, September 14 🕓 4:00 PM ET

Don't miss this timely discussion on what may lie ahead for investors. Register using the link below.

zoom.us

A quarter century has passed, but the memory remains. Today we honor the victims, survivors, and first responders of Sep...
09/11/2026

A quarter century has passed, but the memory remains. Today we honor the victims, survivors, and first responders of September 11th, 2001.

Employer-sponsored 401(k)s are a tax-efficient way to save for retirement. Here are seven ways to maximize your contribu...
09/10/2026

Employer-sponsored 401(k)s are a tax-efficient way to save for retirement. Here are seven ways to maximize your contributions:

raymondjames.com

09/08/2026

🏌️‍♂️ The countdown is on! We're officially one week away from the Klein Creek Golf Outing.⛳

Thank you to everyone who registered. We're excited to spend the day with you, enjoy some golf, and support a great cause. Get your clubs ready, and we'll see you on the course!

fws-future-leaders-charity-golf-outing.perfectgolfevent.com

Address

1745 S. Naperville Road, Suite 101
Wheaton, IL
60189

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