Helping People Take Care of Their Families and Helping Businesses Take Care of Their People.
We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
We'll help make sure that we're considering the tax implications with all your investments.
With over 100 years' collective experience, we'll help secure your legacy for future generations.
We have extensive experience managing high-net-worth portfolios.
Let us help you make sure your business is poised for growth.
Strike the perfect balance between work and leisure.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.
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."
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.
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 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.
"Wealth is the ability to fully experience life."
- Henry David Thoreau
"Someone is sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffet
"Wealth is not about having a lot of money, it's about having a lot of options."
- Chris Rock
Leaving Your Lasting Legacy
A Bucket Plan to Go with Your Bucket List
A New Way to Look at Your Bucket List