Our Firm

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.

Your values, risk tolerance, “now” and “future” goals matter. Your family, business family, and core circles are all important when creating and reviewing your customized wealth plan. Everyone is different, and the path to understanding and confidence in your plan will be different too. You and your path towards success is our greatest investment.

Today's market requires vigilance, knowledge, and foresight. We are committed to assisting you in achieving your personal financial goals. We monitor the progress of your individual portfolio regularly and make recommendations for adjustments that reflect changes in your life, goals, needs, and the market climate. 

Through the correlation of managers and funds, we prevent overlap and maintain alignment with your philosophy and goals. For those who want to explore alternative investments, we can discuss opportunities and their associated risks.

Thank you for your consideration.  We are proud of our many long-term clients, and very grateful for the client referrals.  We do take time with our clients, and they are why we do what we do.