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You’ve reached the time of your life when financial security is critical.

  • Like most succesful people you've focused your time making a living at what you do best.  Now you realize the importance of protecting what you've worked for while growing your assets.
  • You know that planning your future is important, yet you may not have the time or inclination to do it yourself.
  • You are willing to delegate to a firm you can trust who can guide you through seen and unseen obstacles to your goals.

McCoy Foat Wealth Management Group can help assess your situation, identify your financial goals and achieve your objectives using a customized financial strategy developed specifically for you.

Give us a call or email us now. We’ll get to know each other and determine how best we can partner together to help you accomplish your goals.

McCoy Foat Wealth Management Group
1800 Blankenship Road, Suite 430
West Linn, Oregon 97068
Fax: 503-722-7065
Office: 971-204-1200
Cell: 206-719-6923
mbmartin@mccoyfoatwmg.com

 
Registered Representative offering securities through Independent Financial Group, LLC (IFG). Member FINRA / SIPC. Advisory services offered through Rx Investment Solutions LLC, a Registered Investment Advisor. McCoy Foat Wealth Management Group, Rx Investment Solutions, and IFG are not affiliated. Office of Supervisory Jurisdiction: 340 Oswego Pointe Drive, Suite 204 Lake Oswego OR 97034.