SOURCE: Foresight Wealth Management

FiComm Partners

August 18, 2016 11:00 ET

Foresight Wealth Management Introduces Concierge Services Amidst String of New Hires

SANDY, UT--(Marketwired - August 18, 2016) - Foresight Wealth Management, an independent registered investment advisory firm headquartered in Sandy, UT, today introduced comprehensive concierge services to complement the firm's wealth management offering. The firm also announced three new hires, adding to its growing team.

"At Foresight Wealth Management, we're committed to helping our clients grow, and we've been lucky enough to grow alongside them," said President Adam Nugent. "In a world where most people are looking to automate and digitize, our concierge program will offer a high-touch, personalized approach that's unparalleled in the industry. Moreover, each of our new hires brings with him or her a unique take on client service. We couldn't be more excited for the future of Foresight."

Foresight Concierge Services, headed by Stephanie Callicot, will help clients with daily needs, in areas that go well beyond finances. Tasks range from running errands and picking up prescriptions, to more complex assignments, like helping to plan for a wedding or anniversary. The concierge team will also be heavily involved in the Sandy community, with an eye on opportunities to give back to local charities and other organizations.

The firm has also experienced a flurry of new hires, including bringing on Eric Stats as Chief Investment Officer. Eric is an experienced CFA (Chartered Financial Analyst ), and a graduate of the University of Utah. Before joining Foresight, he founded Flex Fleet Rental, one of Utah's largest capitalized start-up companies. He's also worked as an equity specialist at Goldman Sachs, Director of Research at WindRiver Advisors, and Equity Research Director at Yellowstone Partners.

"I'm incredibly excited to join Adam and the rest of the team here at Foresight," Stats said. "The firm's service-oriented, high touch model delivers on providing clients with the highest probability of financial success. Ultimately, what appealed to me most was Foresight's commitment to serving clients' full lives, and not just their portfolios. I can't wait to get started."

Foresight has also brought on Matt Pendleton as Director of Operations. Matt has spent the last decade in financial services, most recently as the COO at Disability Planners, where he worked with over 8000 disabled clients, helping them save money on health care. He's also worked on Goldman Sachs' Private Wealth Management team.

About Foresight Wealth Management

Foresight Wealth Management is an independent registered investment advisory firm headquartered in Sandy, UT. Launched in 2010, Foresight is recognized as the fastest growing wealth management firm in Utah by MountainWest Capital Network. Foresight provides wealth and risk management solutions to high net worth individuals and corporations. Specifically, Foresight offers its clients investment management, company retirement, fiduciary service, and risk mitigation strategy solutions. For more information on Foresight Wealth Management please visit www.foresightmgt.com.

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