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Building The Foundation For Financial Milestones

A firm focused on providing comprehensive service, experience, integrity, and dedication to helping our clients work toward attaining their financial goals.

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Welcome to Foundation Asset Management

Welcome to Foundation Asset Management

Our goal at Foundation Asset Management is to be your most experienced advisor providing personalized financial planning and wealth management services, while maintaining a commitment to excellence in serving you. Areas that we help clients include investment planning, insurance planning, retirement planning and wealth transfer.

Our Process

Along with you, we will develop a customized financial roadmap that suits your dreams, vision of retirement and the legacy you wish to leave behind. We strive to build long-term relationships with our clients founded on professionalism, communication and personal attention.

With our extensive resources and comprehensive wealth management services, we can help keep you moving forward through each stage of your wealth management plan. We function in a totally independent atmosphere where the only factor in our decision-making is what is best for you.

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Your Advisory Team

Jeffrey S. Heinel, CRPC®

Managing Partner

Glenn deMarrais, CRPC®, BFA™, CFS® * CRPC conferred by College for Financial Planning

Managing Partner

Featured Resources

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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Medicare At 65+

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
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Risk Perspective

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
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Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?
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Together, We Can Build The Foundation For Your Financial Goals.

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