Our Firm
Our Firm
Impacting Outcomes, One Family at a Time
Foundational Wealth Advisory has contracted with Advisory Services Network to help enhance the level of service clients receive.
Advisory Services Network (“ASN”) is a strategic Registered Investment Advisor (“RIA”) partner providing compliance and operational support to Foundational Wealth Advisory. For example, ASN’s Service Team will call clients to confirm any money movement instructions. Clients will also receive required notices from ASN’s Compliance Team, such the firm’s privacy policy.
ASN is an Atlanta-based Registered Investment Advisor, which registered with the U.S. Securities and Exchange Commission in 2010. The Managing Members of ASN, Thomas C. Prescott, Jr., and David E. Paulukaitis, collectively have over 65 years’ experience in the Financial Services Industry.
To learn more about ASN, visit www.advservnet.com/about-us.
Investment Counsel / Fiduciary
The economic environment will always present many new and unique challenges. But along with these challenges come opportunities and potential rewards.
We can assist you in better understanding where certain investment and planning ideas could help, or hinder, your short- and long-term investment goals. You will no doubt have a big "wish list" that we can help you reality test within the context of your tolerance for risk. Our collaborative approach strives to enhance your control both now and in the future.
We help bring clarity to what life might look like for you and your family beyond work.