Foster Strategic Wealth Partners, LLC
Firm details
- Headquarters
- Rehoboth, Massachusetts
- CRD number
- 338680
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Foster Strategic Wealth Partners, LLC operates as a limited liability company, focusing primarily on financial planning services and portfolio management for individuals and small businesses. The firm is structured to provide personalized investment strategies tailored to the unique needs of its clients. While it does not actively engage in environmental, social, and governance (ESG) investing, it emphasizes a client-centric approach in its advisory activities. The firm is not classified under any specific category and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Rehoboth, MA
Bristol
Location
Rehoboth, MA
Headquartered in Rehoboth, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Bristol
- Address
- 12 Peck St
- Time zone
- ET (UTC-5)
- Office locations
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