Our Services

Foresee Wealth Advisors provides personalized, comprehensive solutions for your complex financial needs. Feel free to explore below:

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Asset Management

Financial planning and investment management

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Retirement Planning

Execute a plan for retirement

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Estate Planning

Protect your estate

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Insurance Planning

Mitigate against risk

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Tax Management

Smart tax strategies

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Corporate Services

Financial planning for your business

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Financial planning and investment management

  • Proactive Portfolio Management
  • Asset Allocation and Portfolio Diversification
  • Alternative Investment Strategies
  • 401k rollovers, IRAs, Roth IRAs, and non-qualified accounts

Execute a plan for retirement

  • Comprehensive Accumulation & Distribution Planning
  • Qualified and Non-Qualified Investment Strategies
  • Roth Conversion Strategies
  • Required Minimum Distribution Planning
  • Retirement Projections involving “what-if” scenarios

Protect your estate

  • Estate Planning
  • Wealth Transfer Strategies
  • Charitable Giving Strategies
  • Estate Tax Minimization
  • Asset & Estate Protection
  • Collaboration with your estate planning attorney

Mitigate against risk

  • Life Insurance needs analysis
  • Pension maximization strategies
  • Long Term Care and Disability Insurance
  • Life Insurance Trusts

Smart tax strategies

  • Tax-Efficient Investments
  • Tax Loss Harvesting and Cost-Basis Tracking
  • Collaboration with your Accountant

Financial planning for your business

  • Cash Management
  • Stock Options
  • Retirement and Non-Qualified Plans
  • Business Continuation Planning

Foresee Wealth Advisors provides holistic wealth management solutions to high net-worth individuals, small businesses, and retirees.

10900 NE 4th St Suite 2300
Bellevue, WA 98004
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Financial Planning and Investment advice offered through FC Wealth, Inc. DBA Foresee Wealth Advisors, a registered investment advisor. Advisory services are only offered to clients or prospective clients where Foresee Wealth Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Foresee Wealth Advisors unless a client service agreement is in place. ​

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