PID 21


Comprehensive Planning

Foster Victor offers fee-based planning services whereby we have a fiduciary responsibility to always act in clients’ best interests. Your custom financial planning roadmap will be created by assessing your current financial situation, defining goals, and identifying gaps.

Business Planning

After careful discovery and analysis, we will recommend and implement strategies to protect and grow your business.

Estate Planning & Family Wealth

You have worked hard to accumulate wealth and desire to protect your estate and leave a legacy.  Together, we will develop a comprehensive plan that addresses your wishes, wants, and worries to ensure your family’s financial security.

Investment Management

We are a plan first firm. Your Foster Victor Wealth Coach will work with our in-house investment management team to construct a portfolio that is commensurate with your financial planning goals. Our investment team draws from a variety of investment strategies utilizing equities, fixed income, and alternative investments.

Risk Management & Insurance

At Foster Victor, we believe managing risk and preparing for the unexpected provides a solid foundation for your financial plan. Taking a Fiduciary approach, your Wealth Coach works with the Foster Victor in-house insurance team to review your current coverage, identify your needs, and recommend solutions where appropriate.

Additional Services

As a part of our offered services, these areas of focus may be covered as needed.

Ready to Learn More?

You deserve concierge-quality advisory and planning services customized for your individual needs and goals. Contact us today to get started.