Foxstone Financial is a boutique wealth management company and registered investment adviser based in Colorado and Utah, serving accredited investors. It offers asset management, wealth management, financial planning, and tax planning, with services and investments described as similar to those of a family office. The firm’s approach is tailored to each client’s goals, needs, and risk tolerance, with an emphasis on balancing investment allocation, managing risk, and helping clients keep more of what they earn.

For investment management, Foxstone uses its proprietary Freedom4™ Quadrant System to structure asset allocation across four areas: liquidity, retail investments, guaranteed returns, and alternative strategies. Its financial planning service helps clients develop adaptable roadmaps for goals such as retirement, while wealth management combines planning, investment allocation, and tax strategies as clients’ circumstances change. Tax planning is designed to help high-income earners, 1099 salespeople, and retirees reduce tax liabilities and support long-term asset growth. Foxstone emphasizes ongoing guidance and lasting client relationships, and invites prospective clients to schedule a call to discuss a customized plan.