Broker Check

Personalized Solutions. Trusted Advice.

Helping People Take Care of Their Families and Helping Businesses Take Care of Their People.

Let's Talk

We offer a wide variety of services geared towards maintaining a comprehensive living wealth plan and developing a personalized financial legacy.

Retirement

We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

Blog

Tax Strategy

We'll help make sure that we're considering the tax implications with all your investments.

Learn more

Estate

With over 100 years' collective experience, we'll help secure your legacy for future generations.

Learn more

High-Net-Worth

We have extensive experience managing high-net-worth portfolios.

Blog

Small Business

Let us help you make sure your business is poised for growth.

Learn more

Lifestyle

Strike the perfect balance between work and leisure.

Learn more

Our Process

We create strategies that are tailored to your needs and goals.

Learn more

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Learn more

Knowledge Leads to Financial Freedom

From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.

Bull and Bear Go To Market

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
Learn More
Can I Refinance My Mortgage?

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.
Learn More
Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Learn More
A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.
Learn More

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

We founded Fox and Bull Wealth Strategies with the core philosophy of putting the person first. We are guided by our nearly 40 years of combined financial industry experience, our deep-rooted understanding of the tools, and our passion to help others, their families  and businesses.

A Client-Centered Approach

A Client-Centered Approach

Regardless of the level of wealth, we’ve always believed that people can live a better life if their finances are properly managed and well-understood. This inspired us to pursue a career in financial services to help people live a life focused on what’s truly important. 

We Treat Our Clients Like Family

We strive to help our clients with every aspect of their financial future. Financial Freedom looks different to everyone.  We are here to listen, ackowledge your values and assist in your personalized success.

Let's Talk.

Thank you!
Oops!