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 offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Foundation Wealth S

trategies, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.

Delayed retirement can have a significant impact on both employees and employers. With an average cost of $103,000 per e...
09/02/2026

Delayed retirement can have a significant impact on both employees and employers. With an average cost of $103,000 per employee for each year retirement is delayed, thoughtful plan design can play an important role in supporting retirement readiness while helping employers manage long-term workforce costs.

Automated features such as auto-enrollment and auto-increase can help employees build savings more consistently and may cost employers less than just one year of delayed retirement.

Chief Economist Eugenio  Aleman discusses the Federal Reserve's shift away from forward guidance and what it could mean ...
08/31/2026

Chief Economist Eugenio Aleman discusses the Federal Reserve's shift away from forward guidance and what it could mean for investors and the broader economy.

🎥 Take a look at this insightful video to hear his perspective and stay informed on the latest developments.

raymondjames.com

The advisors weren't the only ones doing some learning lately! Our team recently got together for development training, ...
08/27/2026

The advisors weren't the only ones doing some learning lately! Our team recently got together for development training, and it was a great opportunity to learn, collaborate, and spend time together. We didn't take many pictures, but we had a lot of fun, learned a ton, and enjoyed some team building along the way.

08/25/2026

Think extracurriculars are just about filling up your resume? Learn why colleges value impact, leadership and authentic interests over a long list of activities, and how to build a stronger application.

Last week at the RJFS Advisors Conference, we gained valuable knowledge, shared ideas with peers, and strengthened conne...
08/20/2026

Last week at the RJFS Advisors Conference, we gained valuable knowledge, shared ideas with peers, and strengthened connections across the network. The stunning views were a bonus, and it was especially great catching up with the Elevate crew. Grateful for the opportunity to learn, grow, and collaborate with so many talented professionals.

🏌️‍♂️ Time is running out! Registration for our 1st Annual Charity Golf Outing closes this Friday, August 21.Come enjoy ...
08/18/2026

🏌️‍♂️ Time is running out! Registration for our 1st Annual Charity Golf Outing closes this Friday, August 21.

Come enjoy a great day of golf, exciting contests, and camaraderie, all while making a difference for local students. Register today and help support a great cause! ⛳

https://www.raymondjamesconnect.com/a7VY1h

Preparing for college involves more than packing and class schedules. From understanding legal documents at age 18 to na...
08/13/2026

Preparing for college involves more than packing and class schedules. From understanding legal documents at age 18 to navigating common challenges faced by young adults, having the right resources can help families feel more confident and prepared.
With ARAG, you have access to educational resources that can help support these important conversations. Read the one pager to learn more about ARAG.
Want to discuss how these topics fit into your family's broader financial plan? Contact me to start the conversation and explore resources that may help.

raymondjames.com

A big thank you to everyone who met us at the Cougars game last month! ⚾ Together, we supported the important work of Pe...
08/11/2026

A big thank you to everyone who met us at the Cougars game last month! ⚾
Together, we supported the important work of People's Resource Center and enjoyed a fun night at the ballpark. We love seeing our community come together for a great cause!

72% of employers are concerned that employees are not saving enough to live comfortably in retirement. As retirement pla...
08/06/2026

72% of employers are concerned that employees are not saving enough to live comfortably in retirement. As retirement planning evolves beyond accumulation alone, many employers are evaluating ways to help employees convert their savings into sustainable retirement income. A well-designed retirement plan can help bridge that gap and support greater confidence in retirement.

American families now take many forms as fewer adults marry or have children and more people build households outside tr...
08/04/2026

American families now take many forms as fewer adults marry or have children and more people build households outside traditional roles, reshaping how we think about care, connection and the future:

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Address

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

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