Make financial confidence your family’s generational legacy

From our family to your family, we specialize in goals-based wealth planning and legacy planning, that strives to make sure you and your family have financial security for this generation and generations to come.

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About Fox Hill

At Fox Hill, personal wealth management starts with understanding your unique story. As a daughter and father advisory team whose own story started on Fox Hill Drive, we’ve learned that aligning financial decisions with a client’s story and what they value most creates a greater
likelihood of success.

At the heart of everything we do is our belief that people’s most important asset isn’t held in a portfolio. It’s often the time they spend with loved ones, the enjoyment they find in pursuing their passions or the sense of comfort they find within their community.

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Our Founders

Fox Hill Wealth Management was founded by a daughter and father advisory team with complementary skill sets and over 50 years of collective experience.

The team at Fox Hill, which also includes a dedicated client relationship manager, works collaboratively with their clients, recognizing that the key to a successful relationship is personalized advice, as well as open and frequent communication.

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What We Do

Our Services

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.

Estate Planning Strategies

Everyone could use an estate plan. It's not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. In either case, here's helpful information to begin thinking about your plan.

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College Savings Plans

As a parent or grandparent, you're probably considering how to balance paying for college while planning for your retirement. Many families use some combination of savings, investments, borrowing, and financial aid (if available).

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Insurance

You can't avoid all risks in life. Insurance can play a key role in helping preserve your assets and achieve your financial goals. 
It's all about keeping an eye on both assets and liabilities. Insurance allows you to transfer a risk from your balance sheet to an insurer's.  Find out why we recommend insurance as part of your investment plan.

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Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.

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Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

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Our Services

We offer a full spectrum of services to address your needs as they evolve over time. We seek to be your valued advisors, managing your personal wealth and all related aspects of your comprehensive wealth plan.

Our Services

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