Foresight wealth management.

In your own words describe your practice. What makes your practice different from the rest?

Foresight Wealth Management was founded in the spirit of independence, responsibility and trust, which allows us to provide unbiased and appropriate service for our clients at all times, in all markets, based on a plan we create together. We serve the financial needs for clients not only in Utah, but also across the United States. Our major focus is wealth management and retirement services for families and high-net worth individuals, and 401k(k) and profit sharing services for private and public companies.

Describe an ideal client for your practice, in general.

We want to work with clients that need our help and with whom we enjoy working. We provide great value, for the cost-conscious customer. We believe in our clients and want to help them grow and flourish. We help our clients to invest, even as we are simultaneously investing in them.

Describe your customer service model.

Our customer service approach is second to none. We have a service-oriented, high touch model that delivers on providing...