Founded in 1981, Foley & Fields Wealth Strategies combines a deep understanding of clients' unique life stories with comprehensive financial planning. As independent advisors, they offer personalized service while leveraging Raymond James' national resources.
Services include asset allocation, investment management, retirement and estate planning, tax planning, insurance, annuities, college planning, and philanthropic strategies such as Donor-Advised Funds. The firm is committed to helping clients achieve their financial goals and make a positive impact in their communities.
Independent, family-run financial firm
Affiliation with Raymond James for national resources
Emphasis on personalized service and community involvement
Comprehensive suite of wealth management services including philanthropic planning
Services
Asset Allocation
Tailored investment strategy balancing risk and return based on individual goals.
Pooled investment vehicles offering diversification and professional management.
Professional managementDiversificationLiquidity
Credentials & Certifications
ChFC®
Since 1988
CLU®
Since 1988
CFP®
Since 2011
Leaders' Council at Raymond James
Since 2005
Reviews
Rating
5
★★★★★
Reviews
2
Frequently Asked Questions
What is the difference between asset allocation and asset diversification? +
Asset allocation involves dividing an investment portfolio among different asset categories, such as stocks, bonds, and cash, based on an investor's goals, risk tolerance, and time horizon. Asset diversification, on the other hand, is a strategy within asset allocation that involves spreading investments across various securities within each asset class to reduce risk.
How do Donor-Advised Funds (DAFs) work? +
Donor-Advised Funds allow individuals to make a tax-deductible contribution to a charitable fund, which they can then recommend to grant to specific charities over time. This provides donors with the flexibility to plan their giving, receive immediate tax benefits, and manage their philanthropic portfolio efficiently.
What is the role of an Elder in Foley & Fields Wealth Strategies? +
Elders at Foley & Fields Wealth Strategies serve in leadership capacities within their church communities, often involved in governance, decision-making, and spiritual guidance. This reflects the firm's commitment to integrating faith and financial stewardship.
5.0
