What We Do
Risk Management
At Foundry Wealth Group, risk management is about forging resilience into every part of your financial life. We help you identify vulnerabilities across your personal, professional, and family landscape—and implement strategies that temper risk without compromising your long-term vision. Our approach is comprehensive, disciplined, and designed to safeguard your wealth through every season of life.
What can you expect?
Holistic Risk Assessment: We begin by evaluating the full spectrum of risks that could impact your goals, lifestyle, business interests, or legacy. This includes personal protection needs, liability exposure, business continuity considerations, and long-term wealth transfer objectives.
Precision Insurance Design: Drawing from a full suite of protection solutions—life, disability, critical illness, and long-term care—we tailor coverage to fortify your plan. We focus on quality, structure, and efficiency, ensuring each policy supports your broader financial architecture.
Advanced Planning Applications: For high-net-worth families and business owners, insurance is more than protection—it is a strategic tool. We integrate advanced structures for tax planning, estate equalization, corporate savings, and generational wealth transfer. Every solution is designed to enhance security and after-tax outcomes.
Scenario Modeling & Optimization: Aligned with your comprehensive roadmap, we model risk scenarios to illustrate the financial impact of unforeseen events and evaluate the effectiveness of various protection strategies. This clarity empowers confident, well-informed decision-making.
Ongoing Oversight & Stewardship: Your life evolves—and so should your risk strategy. We partner with you to review coverage regularly, stress-test changing needs, and refine structures as assets grow, laws shift, and your family’s priorities change. Our goal is to ensure that risk never undermines what you’ve built.