About Us

Fox and Bull Wealth Strategies and Team Elder

Introducing Fox and Bull Wealth Strategies—a transformative approach that puts you at the forefront. With over 40 years of combined financial industry experience and a passionate commitment to helping others, their families, and businesses, we've built a foundation centered around you.

Your values, risk tolerance, and aspirations, both present and future, are not just important—they're vital. When crafting and evaluating your personalized wealth plan, we recognize the significance of your family, business family, and core circles. We understand that everyone is unique, and so is the journey towards comprehending and trusting your plan. Your success is our ultimate investment.

In today's ever-changing market landscape, staying ahead demands vigilance, knowledge, and foresight. Our dedicated team is fully committed to assisting you in reaching your personal financial goals. We continuously monitor the progress of your individual portfolio, offering tailored recommendations that adapt to the changes in your life, goals, needs, and the dynamic market climate.

By carefully aligning managers and funds, we identify overlaps, preserving the harmony between your philosophy and goals. For those who wish to explore alternative investments, we're here to discuss opportunities and their associated risks.

We extend our heartfelt gratitude for considering us. Our deep-rooted relationships with numerous long-term clients and the invaluable referrals they've provided are a testament to our commitment. We take the time to truly understand our clients because they are the driving force behind our passion and purpose.

Discovery Zone

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

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Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

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Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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