Foundations: Wealth Management, Planning & Advice
We strive to help our clients reach their financial goals, allowing them to focus on their business, family, friends, and a relaxing retirement.
Foundations was established in 2013 by Russell J. Pixler. We are a firm that uniquely partners with CPA firms to assist their clients with financial planning and wealth management needs.
Our goal is to provide all of our clients with personalized strategies for managing their wealth and planning for their futures. Your financial situation is constantly evolving, so we continuously review your situation to make sure things are set up specifically for your needs.
Our team has over 45 years of combined experience in our current roles and our clients understand that we want to have a long-term relationship and advocate for their best interests. We strive to help our clients reach their financial goals, allowing them to focus on their business, family, friends, interests and ultimately, a relaxing retirement.
Foundations is a branch office of 1st Global, the leading CPA wealth management consulting company that helps firms all over the United States provide exceptional service and support for the wealth management side of their firms’ practices.
How can we help you achieve your unique goals?
Why We Are Here
We work with clients whom already have a relationship with the CPAs we are partnered with. Typically, your CPA provides advice for minimizing taxes and optimizing your tax efficiency. Where we come into the picture is to provide the investment and insurance options that allows this tax efficiency.
What Makes Us Unique
We assess your current investments, insurance, and legal documents (and in some cases, a lack of any or all of the above). We work to help you set up a plan going forward that allows you to rest easy, knowing that you and your family will be taken care of down the road.
How We Work For You
We tell you, up front, if you’re all set. If we see an area that needs improvement, we’ll offer suggestions. You’ll decide if our team fits your needs, and if so, we’ll move forward on implementing your plan. We want all aspects of your financial life to be in order and understood by you.