Our Process: What Working With Us Actually Looks Like

As your Personal CFO, we coordinate your investments, taxes, insurance, and estate plan under one strategy. Here is what that looks like in practice: five steps from the first conversation to an ongoing partnership, what happens in each, how long it takes, and what we'll need from you.

Step 1: The Insight Meeting

Every strong relationship begins with understanding. Before we ever look at a statement or discuss an investment, we sit down to understand your "why." We discuss your family, your values, your transition timeline, and the specific legacy you want to build.

Step 2: The Proposal Meeting

Once we understand your objectives, we present a tailored strategy. We translate our rigorous behind-the-scenes analysis into plain English, showing you exactly how our integrated tax and wealth approach will address your specific financial complexities and help you reach your goals.

Step 3: Seamless Onboarding

Transitioning to a new advisor shouldn't be a burden. Our dedicated operations team handles the heavy lifting, executing the paperwork and seamlessly transferring your accounts so you don't have to worry about the administrative friction.

Step 4: Delivery of Your Financial Plan

We do not just give you data; we give you direction. We deliver your comprehensive financial plan as a clear, prioritized roadmap. You will walk away knowing exactly what concrete action steps need to be taken—whether that involves executing a Roth conversion, updating an estate document, or adjusting your insurance coverage.

Step 5: The Ongoing Service Model

A good financial strategy is a living plan that changes as your life does. Acting as your Personal CFO, we continuously monitor your investments, adapt your plan to new life events, and proactively coordinate with our in-house tax team to optimize your wealth year-round.

Who We Are

Redefining What Wealth Advisors Do

At the Fox Alliance, we help guide families holistically with investments, taxes, estate planning, insurance, and business planning. We are your personal Chief Financial Officer, looking at your entire picture and seeking to optimize and coordinate every area of your financial life.

Our Wealth Services More On Our Philosophy

What Our Clients Say

We have worked with Bill and his group for many years. He has been able to offer many types of alternative investment opportunities compared to any of our previous managers. His group is very dedicated and focused on taking great care of their clients. Working with Fox Alliance is best financial decision I have ever made.

Dr. Kurt Delius

I've been working with Fox Wealth Management for several years, and I am a very happy client. Laura is always willing to provide advice and help with any wealth questions. The trust we've built and the personal relationship I have with Laura, Leilani, and the team is why I stick with them. I know I'm in good hands.

Scott Gordon

My 90 year old mother has been a member (yes, it feels like a membership) of The Fox Alliance for over 10 years. She's worked closely with both with Bill Fox and Kem over that timeframe. In my recent capacity as Power of Attorney for my mother, I've also had the pleasure of working with both of them. Many companies today are anxious to manage your assets, but what separates The Fox Alliance from them? They embrace the Golden Rule...They treat their clients with heartfelt compassion, understanding and a sincere desire to serve...just as they would want to be treated. Very unusual in today's world. On top of that, they're dam- good at what they do!

Ted Johnson

Fox Alliance has been an absolute life-saver for me. After I got divorced, I needed a lot of help with a complicated situation. Patrick Lantzy has been there for me every step of the way. He has gone the extra mile time and time again to advise me in all aspects of my financial life. He truly cares, and you can tell. He gives expert advise, checks in regularly, meets in person (nice touch!), and has remembered little things like my favorite beer when he goes back to Wisconsin or a breakfast taco for a morning meeting. Fox is the real deal, especially if you get Patrick. I feel that I am in the best hands possible and it's wonderful knowing I will have them helping me the rest of my life! Eternally grateful I found Fox!

Elizabeth Anderson

Max from Fox Alliance has done amazing things with our retirement accounts.. We could not imagine the opportunities his plan has awarded us in retirement.. We travel, play with grandkids, etc and do not worry about finances.. They communicate regularly and when we have a question Max is always available. We highly recommend Fox Alliance for your financial needs.

Diane Ratliff

Fox Alliance knows what they are doing!! Great people, great service, great results! Each person I talk to and deal with are a delight. They have strong ethics and morals and are trustworthy!

Michael Dagerath

Fox Alliance has helped us organize and maximize our financial goals. The team is knowledgeable and friendly, always happy to answer our questions at a moment’s notice. We use Fox Alliance for our tax filings and financial planning. Highly recommended!

Brian

Scott Gordon

My husband Michael and I have worked with Laura Cooper and Fox Alliance for years. She has helped us immensely. She is always available for questions or when we want to meet. Since I am not in the financial world, I am so grateful that no question is seen as unimportant and she explains everything in terms we can understand. We are flourishing under her guidance and management of our retirement.

Jean Paicurich Cole

When I retired, my nest egg looked more like a basket case. Max Clark quickly organized my portfolio and put together a flight plan for our retirement journey. We have been with Max for over three years and he has consistently been there for us. My wife and I could not be happier.

Tripp Riedel

Competent, personable, advice and stewardship of your assets and things that matter to you. If you’re looking for more than someone to just manage your “money”, look no further. They view things from a holistic perspective and the advisors truly care about your family and your goals and dreams. They are with you every step of the way. I recommend them without reservation.

Rose Cooper

Kurt Delius, DDS, MS