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Folsom Wealth Advisors is a holistic, fee-only financial planning firm. We specialize in lifetime tax planning strategies and equity compensation planning.
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Hex Code
Color name
RGB
HSL
CMYK
#015450
Evening Sea
1, 84, 80
177, 98, 17
99, 0, 5, 67
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
#000000
Black
0, 0, 0
0, 0, 0
0, 0, 0, 100
Folsom Wealth Advisors is a holistic, fee-only financial planning firm serving clients in California, Washington, and other jurisdictions where it is exempt from registration. The firm offers fiduciary guidance focused on clients’ interests, with advice tailored to their goals, values, and family circumstances. Its services include planning for retirement, marriage, children, education costs, charitable giving, caregiving, and leaving a legacy.
A central specialty is lifetime tax planning. The firm helps clients consider strategies such as Roth conversions, tax-loss and capital-gains harvesting, retirement account contributions and distributions, health savings and flexible spending accounts, and equity compensation involving stock options, RSUs, ESPPs, or a potential IPO. Investment management includes account consolidation, rebalancing, reducing concentrated positions, tax-aware trading, and diversified, low-cost ETF strategies, as well as advice on outside accounts such as 401(k)s and 529 plans.
Folsom Wealth Advisors also provides wealth protection guidance covering estate planning, insurance, debt payoff, and budgeting. Its process moves from getting to know clients and analyzing their finances to initial recommendations and ongoing advice and accountability.
Brand industry
Finance
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How do I download the Folsom Wealth Advisors logo?
The Folsom Wealth Advisors logo comes in two versions: a logo and an icon. Download as transparent PNG or JPEG.
What are Folsom Wealth Advisors' brand colors?
The Folsom Wealth Advisors color palette uses the hex codes #015450, #FFFFFF and #000000.
The Folsom Wealth Advisors name, logos and brand assets are trademarks of Folsom Wealth Advisors and its affiliates. Brandfetch isn't affiliated with or endorsed by Folsom Wealth Advisors. Their use is subject to Folsom Wealth Advisors's brand guidelines.
