About Us

High-Level Service, Every Step of the Way

At Foresight Wealth, we advocate for clients in every life stage and circumstance. Our clients are often faced with complex financial situations, whether that is from life events like divorce or the death of a spouse, or the built-in intricacies of high net worth indviduals and business owners. As an independent, fiduciary firm led by a CFP® professional, we are committed to offering personalized, goals-based planning that empowers our clients to make better decisions and confidently pursue what they want. We’re honored to support our clients at every step of their financial journey.

Meet Your Advisor, Michael Nelson

With almost two decades of experience guiding clients through complex financial landscapes, Michael Nelson founded Foresight Wealth to offer a more personalized and values-driven approach to financial planning. Michael holds several financial registrations and designations, including the Series 7 & 66, Life Agent, and CERTIFIED FINANCIAL PLANNER™ certification, which provide even more depth to his comprehensive approach to wealth management.

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Build Wealth Through Holistic Financial Planning

By examining every aspect of your financial life, we create a comprehensive strategy that addresses both present needs and future goals. Our firm works to ensure that every piece of your financial picture aligns seamlessly, providing you the clarity and confidence to make informed decisions today and tomorrow.

Stay On Track with an Independent Process

As an independent firm, we prioritize your best interests with complete transparency and no influence from outside firms or products. We take pride in being advocates for our clients, helping you navigate life’s complexities with unbiased, objective advice and a deep commitment to your financial security and success.

Take Measurable Steps Toward Your Goals

Every individual, family, and business has different aspirations, and our goals-based approach ensures that your financial plan reflects what matters most to you. By taking the time to understand your priorities, we help you set meaningful objectives that guide your path forward.

Our Core Values

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Goals-Based Guidance

Our team provides clients with guidance on how to do what they want in life. We help you uncover your goals—whether they’re personal or shared with a spouse—and progress toward them with confidence.

CFP® Professional Care

The CFP® certification is one of the highest in the industry, meaning we meet some of the most rigorous advisor standards. With this certification, you can be confident in the approach we take to your wealth.

Our Holistic Approach

Our team analyzes everything that can impact your wealth, helping you optimize your strategies across the board. You deserve personalized care and a plan to reach your goals: we’re here to give you that.

Personalized Planning Process

At our firm, it’s not about sales. It’s about building relationships with our clients. Everything we do starts with a plan. And we get to know you and your situation to ensure your plan is designed purposefully for you.

How Much Do You Need to Retire?

Retirement Calculator

While you can never be sure how long your retirement will last, you can get a good estimate by inputting just a little information. Check out this retirement calculator to find out your estimate.

Doing More for You by Partnering with Cetera

Through our partnership with Cetera, we gain access to large-scale research, services and experience while keeping our firm independent to provide you with personalized financial solutions.

Advanced Planning Team

Cetera's Advanced Planning Team gives our team access to expert legal and financial services.

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Investment Management Team

Cetera’s Investment Team provides unbiased research and guidance to assist us in developing personalized plans.

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Financial Plan Design Team

Cetera’s Financial Plan Design Team provides us with access to over 100 years of experience.

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Working Together With

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Who We Serve

Whatever your goals and financial situation, our goal is to empower you to achieve your goals with confidence.

What Are Your Goals?

Our Approach

Our team provides a goals-based approach to financial planning to help you confidently pursue what you want.

How We Can Help

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Choosing the right advisor is one of the most important decisions you can make. Reach out to schedule a meeting.

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