Most people want it, but few actually achieve it.
Why not? Achieving your goals requires planning, discipline… and, most of all, consistent execution. With your busy life, it can be hard to do. And it can be just as hard when you’re trying to juggle multiple financial professionals. You’re left to implement the advice and figure out how or if it fits together.
A Complete Service.
One Team = Better Results
You shouldn’t have to try to fit all the pieces together. And you’re probably missing out on opportunities to reduce your taxes, too.
So at Fountainhead Wealth, our firm is structured toprovide you with a complete service…along the continuous support you need to achieve your goals.
- Our CERTIFIED FINANCIAL PLANNER™ professionals will help you plan the road ahead
- Our Accountants and Enrolled Agents provide complete tax preparation and accounting services
- Our Wealth Managers will invest and keep watch over your assets, while maximizing tax efficiencies
- Our team also provides estate planning strategies to help you save on taxes, protect what you’ve built, and pass your wealth on efficiently
All delivered by independent, fee-based professionals who put your interests first.
Next Level Service
Many financial advisors will promptly return your calls, but that’s not enough. At Fountainhead Wealth, we measure our service with an end in mind: Are you achieving your goals? That’s all that should matter.
Our unique, proactive service helps get and stay on track to achieving your goals. Learn more about our unique service level here.
Get to Know Us
Can Fountainhead Wealth help you get on the road to financial freedom? Find out if we’re right for you.
Get in Touch
Can we help you achieve your goals? Find out with our complimentary one hour initial consultation.
Everything You Need
Here are the services we provide to you along with our continuous support and coaching:
Comprehensive Financial Planning
What does your ideal future look like? Our CERTIFIED FINANCIAL PLANNER™ professionals will create a roadmap of where you want to go, and how you’ll get there. Then…we’re there along the way,helping you stay on track.
You’ve worked hard for your money, so the first priority is helping you protect what you’ve built. Then, our investment team will invest your assets according to your needs, risk tolerance and preferences, carefully managing risk along the way.
Asset Protection and Estate Planning
Protecting what you’ve built is extremely important, but it’s frequently overlooked. We’ll help you prioritize that so you’re prepared. At the same time, we’ll help you plan to pass on your wealth as efficiently as possible.
Accounting and Tax Services
Doing your taxes can either be a headache, or an opportunity to improve your financial situation. We focus on the latter. If you’re a business owner, we can also handle your accounting too….helping minimize hassles and maximize your ability to keep your money working for you.
Continuous Service that Goes the Extra Mile
Your financial life is complex. Wouldn’t it be nice to have a team at your disposal to help you consider financial decisions? Whatever you need help with, we’re here to help you stay on track with your plan, and save you valuable time.
Strategic Business Tax ServicesIndividual Tax Preparation and Year-Round SupportEstate Planning
Small Business AccountingEmployee Benefits Plan Consultation and Design ServicesPayroll Services