Fundamental Wealth Designs scheduled to open a new Minnetonka office in late October.
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I'm excited to welcome Tricia Vraspir to Fundamental Wealth Designs as our new Director of Client Experience. Tricia has spent more than 25 years in financial services,โฆ
Company
Fundamental Wealth Designs
Retirement Designed ๐ฟ๐๐๐๐๐ง๐๐ฃ๐ฉ๐ก๐ฎโข.
- Industry
- Financial Services
- Location
- North Oaks, US
- Company size
- 11โ50 employees
About Fundamental Wealth Designs
At Fundamental Wealth Designs, we put time and care into our process to best impact our clientโs success in retirement. Our goal is to provide our clients with holistic financial guidance and strategies tailored to their unique needs and circumstances, helping them achieve financial peace of mind throughout the journey. Our team is dedicated to collaborating with our clients and helping them implement their vision of retirement and make it a reality. ๐๐ณ ๐๐ผ๐ ๐ฎ๐ฟ๐ฒ ๐ฟ๐ฒ๐๐ถ๐ฟ๐ฒ๐ฑ ๐ผ๐ฟ ๐ฎ๐ฝ๐ฝ๐ฟ๐ผ๐ฎ๐ฐ๐ต๐ถ๐ป๐ด ๐ฟ๐ฒ๐๐ถ๐ฟ๐ฒ๐บ๐ฒ๐ป๐, we are here to help you gain financial independence in the following areas: โ๏ธ RETIREMENT INCOME PLANNING โ๏ธ TAX PLANNING โ๏ธ RISK MANAGEMENT โ๏ธ LEGACY PLANNING โ๏ธ INVESTMENT MANAGEMENT Youโve worked hard for your money; now itโs time for your money to work for you. Contact us: https://linktr.ee/fundamentalwd (651) 461-6151 Info@FundamentalWD.com DISCLOSURE Investment advisory services offered through Foundations Investment Advisors, LLC (โFoundationsโ), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.
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