WealthMax FG
@wealthmaxfg.com
Growing With Intention. At WealthMax Financial Group, we believe in growing with intention, turning discipline and sacrifice into freedom. After years of hard work and dedication, you deserve a plan that honors the road you’ve traveled and the journey still ahead. We are committed to guiding you toward retirement with clarity and intention, meeting you […]
WealthMax FG's Company Logos
WealthMax FG's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#C8A52D
Hokey Pokey
200, 165, 45
46, 63, 48
0, 17, 77, 22
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
#005F86
Orient
0, 95, 134
197, 100, 26
100, 29, 0, 47
About WealthMax FG
WealthMax Financial Group is a financial planning firm focused on helping individuals and families approach retirement with clarity, confidence, and purpose. Based in Bristol, Rhode Island, the firm emphasizes personalized guidance, careful planning, and strategies shaped around each client’s values, goals, and life experiences. Founder and financial advisor Ed Botelho leads the team, which describes its approach as helping clients turn years of work and discipline into greater financial security and flexibility.
The firm offers services related to retirement planning, insurance, tax efficiency, wealth preservation, and investment strategies. It also invites prospective clients to schedule an appointment and request a comprehensive written financial plan. WealthMax Financial Group presents its work as a way to help clients protect what they have earned, plan for their legacy, and make informed choices about their future. Investment advisory services are offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser. The firm notes that website content is general information, not individualized investment, legal, or tax advice, and that investing involves risk, including possible loss of principal.
Brand industry
Finance
Company type
Suggest company type
Year founded
Suggest founded year
Company size
Suggest company size
