Our Process to Foster Generational Wealth

Consultative-Process

Foster Wealth works with you in a collaborative way, using a consultative process optimized for generational wealth. Together, we will look at where you are, where you want to be, and how to address the gaps in between.


David Foster, principal of Foster Wealth, Inc., is a CERTIFIED FINANCIAL PLANNER™ professional with extensive experience in helping people to achieve their financial and personal goals through effective wealth management. At Foster Wealth he focuses on generational wealth. David can help you to:

  • Preserve wealth
  • Mitigate income taxes
  • Provide for heirs
  • Protect wealth from being diminished through litigation
  • Develop strategies for charitable giving.

A Personal Approach

David’s client-centric approach is designed to meet the key concerns that people have in managing generational wealth, helping you to:

  • Streamline your complex financial affairs
  • Gain access to the expertise you need, drawing from David’s significant experience, his CFP® credential, and Foster Wealth’s large network of professional resources
  • Feel that you needs are well understood and are being met through appropriate wealth management strategies.

David accomplishes this mission by delivering knowledgeable, attentive service in three areas:

Investment Consulting

The foundation of any generational wealth management relationship, David works to understand your unique needs, and develops a prudent investment strategy that mitigates risk while helping you meet personal goals.

Advanced Planning

This broad service category encompasses wealth enhancement through tax mitigation; wealth transfer and estate planning; wealth protection against litigants and other parties; and impactful charitable giving, to the extent that it is a priority to you.

Relationship Management

Through an effective discovery process, David works with you in a consultative manner to fully understand your critical needs, and meet them over time. In doing so, he will assemble and manage a network of financial experts (such as an insurance planner, an estate attorney, and a tax accountant), collaborating over time with these professional advisors.

It’s easy to get started. Contact Foster Wealth today to schedule a discovery meeting with David Foster.