Michael A Norman - Lincoln Financial

Foundation Wealth Advisors, LLC is a financial services firm located in Westlake, OH. We specialize in providing comprehensive financial planning and investment management services to high net worth individuals and families. Our team of experienced professionals has a deep understanding of the financial challenges facing our clients and can help them develop strategies to meet their specific needs. We offer a wide range of services, including portfolio management, retirement planning, social security strategies, estate strategies, life insurance, and charitable giving. We believe that every client is unique and we take the time to get to know each one of our clients so that we can provide them with the best possible service.

Harloff Capital Management ( HCM ), is a leading risk-management firm and we stand apart from others advisors due to our math and science beginning that enables us to conduct original investment research. HCM offers a disciplined investment system based on many years of original market research. We employ our proprietary disciplined investment process to manage portfolios of mutual funds, indexes, and approved variable annuities. We seek to be fully invested when markets go up, and to protect capital in periods when markets go down. We constantly monitor a large number of domestic and international funds and try to select winning portfolios. Our goal is to buy funds that are advancing and sell funds that are declining. We build on clients' dreams and work hard so clients don't have to. Our personal investments are also managed by HCM. Dr. Harloff, Ph.D., has developed our original investing strategies. Nearly all other advisors employ simple strategies that are available in the open literature and very few have any original technology. In contrast, we have developed original investment strategies based on years of original research. Our research is not available on wall street, or main street.

Welcome to Fifth Third Bank – home to the best mobile banking app for customer satisfaction among regional banks, as ranked by J.D. Power!* Take advantage of our suite of banking products and we’ll help you find a solution that fits your unique financial needs. Find out how we can help you with checking, savings, credit cards, mobile banking, and more at Fifth Third Bank in Westlake, OH. Visit us at the location today, or contact us at (216) 274-5562.