WHY FORESIGHT?

WEALTH MANAGEMENT

Through our wealth management solutions, we invest on our clients’ behalf with a balanced approach toward achieving growth, managing risk, and preserving wealth.

CORPORATE RETIREMENT PLANS

As retirement plan specialists, Foresight works directly with businesses of all sizes to help enhance the value of the retirement benefits they offer.

FINANCIAL PLANNING

All planning and profiling is done live in face-to-face meetings between our clients and Foresight representatives.

WEALTH MANAGEMENT

Through our wealth management solutions, we invest on our clients’ behalf with a balanced approach toward achieving growth, managing risk, and preserving wealth.

Corporate Retirement Plans

As retirement plan specialists, Foresight works directly with businesses of all sizes to help enhance the value of the retirement benefits they offer.

Financial Planning

All planning and profiling is done live in face-to-face meetings between our clients and Foresight representatives.

The Power Of What
We Do?

Foresight Wealth Management is Registered Investment Advisor. As an RIA, we do not accept commissions, we are committed to acting in the best interest of our clients and providing conflict free advice. With these ideals in mind, Foresight sponsored a MEP 401k to better serve our clients. Our Foresight MEP is designed to help small business owners lower the cost, reduce the time, and remove the liability of running a corporate retirement plan.  

The Power Of Who
We Are?

Foresight Wealth Management, LLC invests “side-by-side” with its clients. So, when Foresight made the Inc. 5000 Fastest-Growing Private Companies list, Adam Nugent, founder of Foresight, gratefully acknowledged that it was because of the relationships they had built and the trust they had earned, which resulted in their organic growth through client and professional referrals.

What We Do To Help You Succeed

We want our clients to be active participants through each step of the financial planning process. Our clients collaborate with the entire Foresight team in the development of their plans to become personally invested in the outcomes they achieve. Each of our representatives supports every client relationship with their own unique financial expertise. And our independence means clients can trust that our investment recommendations are made with their interests in mind.

What We Do To Help You Grow

We believe the key to success in financial planning is ownership. And we encourage clients to play an active role in the development of their financial plan to build deeper engagement in the outcomes they seek. Nothing is done behind the scenes, so clients become actively involved and personally invested in their own success.

AS FEATURED IN

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Foresight Wealth Management is comprised of a team of experienced financial advisors. Each member of the team specializes in various areas of financial and retirement planning. This ensures we offer our clients the best possible advice and retirement solutions. Foresight Wealth Management currently works with more than 80 retirement plan clients across the United States. Plan sizes range from start-up plans to 60 million in assets.

Jay Wells

Jay Wells

AIF

Jay brings his extensive experience of both individual and group retirement planning to the Foresight Group. He has been awarded the AIF designation by The Center for Fiduciary Studies. As an Accredited Investment Fiduciary, Jay has the skills and expertise to help plan sponsors navigate the complex world of employer sponsored plans. 

Jay currently heads up the corporate retirement plan division of Foresight Wealth Management. Jay works closely with the retirement plan team to ensure clients always receive superior investment options, products and strategies. His passion lies in helping plan sponsors avoid fiduciary liability and helping participants achieve financial success.

Raised in the military, Jay has lived all over the country and now resides in Utah County with his wife and 4 children. He enjoys any activity that allows him to spend time with his family.

 

 

Adam Nugent

Adam Nugent

AIF

Adam Nugent is the founder of The Foresight Wealth Management, an Independent Registered Investment Advisory firm whose primary goal is to put clients first and provide world-class service that families and businesses couldn’t experience anywhere else.

Early in his career, Adam recognized that the financial industry as a whole was doing a poor job in helping people manage their money and finances. His effective leadership and innovative thinking, as well as the company’s commitment to be driven by transparency and flexibility, has spurred Foresight to become one of the fastest growing investment management firms in Utah.

In addition to his role as an Accredited Investment Fiduciary (AIF) and an MDRT Top of the Table Qualifier. He also recharges by doing circuit training every morning, enjoying the great outdoors with his family, and coaching his boys’ rugby teams. He loves to work hard and play hard and ultimately push each day to the max!

Eric Stats

Eric Stats

CFA

Eric is the President and Chief Investment Officer for Foresight Wealth Management and has over 20 years of investment, finance and management experience.

Eric is the founder of Flex Fleet Rental, one of Utah’s largest capitalized start-up companies.  He led the company from serving Utah to serving the nation with thousands of pickup trucks – all within 3 years.

Eric’s experience includes being the Equity Specialist at Goldman Sachs, the Director of Research at WindRiver Advisors (specialty firm in municipal bonds), The Equity Research Director at Yellowstone Partners and Senior Portfolio Manager at Wells Fargo.

He has a BS and Masters in Accounting from the University of Utah and also has a Chartered Financial Analyst professional designation.

Eric is most proud of his wife and three kids who are deeply involved with music

Eric Anderson

Eric Anderson

Joining Foresight in 2015, Eric came with nearly 30 years and a broad range of experience in the financial services industry.  He has worked for several large insurers, including Northwestern Mutual, Mass Mutual and AXA/Equitable, increasing his knowledge of the industry and the variety of product offerings.  After spending so many years in larger corporate environments he decided that he would like to join a smaller firm where he could have more visible impact and thus, found Foresight.

As the primary contact for “all things 401k”, Eric takes pride in serving our clients as if they are family.  He enjoys the variety of interactions that come as a result of servicing over 100 plans and looks forward to working with many more in the future.

Living an active and busy lifestyle, he can be found biking trails in our canyons with one or more of his four sons, at the gym with his wife or on the golf course with his dad, brother and friends.  He would suggest however that at his core, he’s “just a geek” and loves staying current with technology as well as building computers and fixing phones for family and friends.

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Contacts

Address: 11550  South 700 East, Suite 100
Draper UT, 84020

Phones: 801-462-2200
Fax: 801-462-2201

Email: advice@foresightmgt.com

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© This website is a publication of Foresight Wealth Management, LLC. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. Information presented is believed to be current and should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. The articles were prepared by third-party journalists. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours. All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses.