Foundation Wealth Partners
700 North Carroll Avenue, Southlake, TX 76092
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About the Business
Foundation Wealth Partners is a premier finance institution located at 700 North Carroll Avenue in Southlake, Texas. Our team of experienced financial professionals is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. At Foundation Wealth Partners, we believe in building long-lasting relationships with our clients based on trust, integrity, and a commitment to excellence. Contact us today to learn more about how we can help you secure your financial future.
Reviews
"We have been working with Brandon and FWP for a couple few years now. Brandon has always been responsive and accommodating, and very informative (as deep as you can stand) on how the market and certain aspects of it work. His insights are solid and he takes great care to explain at length the hows and whys of making certain decisions, as well as being sensitive to our thoughts and preferences. FWP’s integrity as a fiduciary is second to none."
"I have entrusted our families investment guidance to Brian Krukiel for 13 years, initially with another firm and then following him as he formed Foundation Wealth Partners in conjunction with LPL Financial. Throughout, I have been very satisfied with the level of communications, transaction transparency, and with Brian and his firm acting in a fiduciary capacity. They have been responsive to our concerns about expenses, tax exposure and have worked diligently to invest according to our risk profile and stated goals. As an added bonus, the firm provides financial planning and a financial education webinar series. We are enjoying retirement, secure in the expertise and attention to detail provided by Financial Wealth Partners and highly recommend this firm."
"I have been a client of Foundation Wealth Partners since their inception. Through markets up and down they have helped me formulate and execute a financial strategy that will ensure I have income for the duration of my life and assets to leave behind. They are always reachable and promptly return an email or phone call. I really can’t say enough about their professionalism and commitment to their customers."
"Fantastic service! As a young professional learning to navigate the financial world, I was able to gain a better understanding of what steps I should take now to secure my future. The staff was beyond helpful in facilitating discussions which created a path forward for my money to grow in ways I did not know of. I highly recommend them to anyone that wants a professional and personable staff who will give financial advice to people at all stages of their life."
"We have relied on Brian and Brandon for many years now and their advice and management of our finances has been consistently excellent. They helped my husband and me create a financial plan for our retirement that has stood the test of time. It is enormously reassuring to be able to turn to them for guidance about financial decisions. They also have a broad network of professional contacts in related fields which has resulted in our establishing relationships with other great providers for the services we need. The main words I would use to describe them are "reliable" and "trustworthy.""
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