Fountainhead Wealth

Fountainhead Wealth brings financial planning, investment management, tax and accounting under one roof. Instead of leaving clients to coordinate several advisers, the firm keeps one team on the whole plan and stays involved to see it carried out. It describes its professionals as independent.

Products and services

• Financial planning: CERTIFIED FINANCIAL PLANNER professionals map where a client wants to go and how to get there.
• Wealth management: invests assets to each client's needs and risk tolerance, with attention to tax efficiency.
• Tax and accounting: accountants and Enrolled Agents handle full tax preparation and accounting.
• Estate planning: strategies to reduce taxes and pass wealth on efficiently.
• Asset protection: planning to safeguard what clients have built.
• Ongoing coaching: continued support to keep clients on track with their goals.

Who it works with

Individuals and families who want planning, investing and tax handled together.

Key facts

• Team: financial planners, accountants, Enrolled Agents and wealth managers
• Model: independent professionals