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Our Relationship Process

At The Foundry, each client relationship begins with a Discovery Agreement. Your Advisor will get to know your values, goals, family, and other important relationships. Understanding your expectations allows us to customize your plan and address all of your Wealth Management concerns.

As a Wealth Management company The Foundry partners with a variety of talented professionals to help serve our clients. It is our job to coordinate the various aspects of your complete Wealth Management Plan so that they work together in a smooth and efficient manner.

Contact Us today to schedule your Discovery Session!