“Our mission is simple: to empower you with the tools and guidance needed to take control of your financial future, all from the comfort of your home.”
Our Story
Our strength lies in technology and financial education, not sales. The COVID-19 pandemic underscored the importance of making decisions remotely, especially when it comes to finances. Drawing on our expertise in both technology and planning, we’ve created an educational advisory practice that is simple, efficient, and effective. We offer convenient virtual meetings via Zoom that last no longer than 30 minutes, ensuring your time is respected and well-spent.
Wealth Foundations Partners is a FINRA licensed Registered Investment Advisor (RIA) firm based out of the Salt Lake Valley. We serve individuals and businesses here in Utah and nationwide. WFP is a fiduciary, not only required but dedicated to putting the needs of our clients above our own. We are a fee-only advisory firm.
Our Mission
We offer a client-focused approach to financial planning and advisory services, designed for your convenience. Through virtual meetings, we make the process easy and accessible, without requiring a minimum investment amount. We serve a wide range of clients, from mass affluent to high-net-worth individuals. We believe that financial education and advice are most effective when they are personalized and transparent, tailored to your unique needs and goals. Our team works for you, in the ever-changing financial marketplace, to create and maintain portfolios unique to your risk tolerance and your individual short and long term financial goals.
Ready to take control of your financial future? Schedule your free consultation today!
