# WealthMax FG

- **Website:** <https://wealthmaxfg.com>
- **Primary alias:** `wealthmaxfg.com`

## Description

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.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/wealthmaxfinancialgroup)

## Logos & icons

- logo _(primary)_ — PNG, SVG — [download](https://cdn.brandfetch.io/idIZwVKlwU/w/820/h/278/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790437548960)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idIZwVKlwU/w/960/h/960/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790437549125)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Hokey Pokey | #c8a52d | accent |
| Orient | #005f86 | dark |
| White | #ffffff | light |

## Fonts

- HelveticaNeueRoman — asset _(custom)_
- -apple-system — asset _(system)_

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_Source: <https://brandfetch.com/wealthmaxfg.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._