Foss Wealth Management, Inc. is an independent privately-owned registered investment advisor firm.

Our focus is what is best for you, the client. We help you realize your dreams by offering creative solutions through an open and transparent advisory process utilizing mutual funds, exchange traded funds (ETF), and separately managed accounts to achieve financial independence.

Our vision is to meet all your wealth management needs through a comprehensive view of your financial picture, including insurance, taxes, investments, banking, trust and estate planning.

Our services and strategies focuses on providing tax-efficient investments and retirement solutions to assist you in reaching your goal of “financial in- dependence”. Our plans are designed with the following emphasis:

Portfolio Investment Management

Annual Income Tax

Retirement Income

Estate Distribution Planning

Legacy Planning

Foss Wealth Management
125 West Railroad St.
LaGrange, North Carolina, 28551
Direct: 252.566.4725
Cell:252.526.8767
cfoss@fossagency.com
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Foss Wealth Management, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Foss Wealth Management, Inc. a Registered Investment Advisor in the State of North Carolina. Insurance products and services are offered through The Foss Agency, Inc. Foss Wealth Management, Inc. and The Foss Agency, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of North Carolina or where otherwise legally permitted.