Our business exists because we serve you. Our greatest asset is each client relationship. We strive to grow our client relationships by serving as a value added advisor, placing our client's best interests first at all times. We take a collaborative approach to manage all aspects of your financial picture, whether your need is tax planning, estate planning, retirement planning, portfolio and risk management, college savings, business continuation, or insurance analysis.
As the economy and investment world evolves and becomes more complex, we strive to stay on the leading edge, continuously learning and researching to be innovative and proactive in managing the complexities of our client's financial lives.We pursue our business mission with passion and steadfast determination to meet and exceed our client's expectations.
As the economy and investment world evolves and becomes more complex, we strive to stay on the leading edge, continuously learning and researching to be innovative and proactive in managing the complexities of our client's financial lives.We pursue our business mission with passion and steadfast determination to meet and exceed our client's expectations.
Services
Foresee Wealth Advisors is an independent advisory firm strategically partnered with Financial Advocates. Financial Advocates provides operational support, business development, and supervisory oversight to maintain compliance with the highest industry standards. You can learn more about Financial Advocates at www.financialadvocates.com.
Chris Niemela began his finance career in 2002 as an analyst for an independent advisory firm in Bellevue. During his eight year tenure, he developed a unique investment discipline and supervised all trading and portfolio management resources. In 2010, Chris established Foresee Wealth Advisors. Chris earned a Bachelors of Finance degree from University of Washington and a Bachelor of Accounting degree from Central Washington University.
This step involves getting to know each other. We have an opportunity to learn about you and your family, understand your current financial situation, and your goals and concerns. You get to learn about us, our comprehensive approach, investment philosophy, and how we are compensated, and ultimately, we'll determine if we are a good fit for each other.
Our investment philosophy to "Advance and Protect" is opposite of the "set it and forget it" approach to managing investment portfolios. We don't just tell you to stay the course and hope for the best. Of utmost importance is protecting your irreplaceable wealth. Our Advance and Protect process is aimed to intelligently and prudently manage your investments to pursue positive returns regardless of the market's inevitable twists and turns.
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