Foresight Wealth Management, a Utah-based wealth management and financial services firm, announced the hiring of JD Slatter, who will serve as partner and wealth advisor for the firm.
Most recently, Slatter, served as a wealth advisor and partner at Salt Lake City’s Lefavi Wealth Management. With 17 years of experience as a retirement income certified professional in financial services, he brings retirement income planning strategies to help clients in or near retirement. He will also provide investment solutions to individuals and businesses.
Foresight Wealth Management is an independent registered investment advisory firm based in Draper, Utah, that works with high-net-worth individuals, families and businesses and reported nearly $500 million in assets under management. In 2016.