In 2014, Featured Wealth founder JR Foreman got his start in the financial services industry as a financial advisor with Edward Jones in McKinney, TX. JR found great fulfillment in building relationships and working closely with his clients to help them throughout all stages of life. But he wanted the flexibility to offer truly customized investment products and services and the freedom to put his clients' interests first — no matter what.
In 2022, JR established Featured Wealth as an independent financial services firm, dedicated to serving the wealth and investment management needs of businesses, individuals, and families of McKinney, Texas, and surrounding areas. Our advisors focus on delivering straightforward, goal-based advice through an established process and highly personalized strategies. We aim to help clients grow and protect their assets so they can live the life they want.
Here at Featured Wealth, our team of experienced and caring financial advisors are solution-oriented in their approach to wealth management. When you face inevitable challenges and problems in life, we select the products and services which are best suited for addressing those issues in the overall pursuit of your goals. Our focus is never simply to sell a product. Our focus is on finding optimal solutions and delivering them through honest, straightforward service and advice.
The first step of our process is gathering important information from you in order to help us gain a more comprehensive understanding of what’s important to you, your needs, wants, fears, aspirations, and your current financial state. Using all we have available, our advisors will help you organize your financial life and mark out a path toward your goals.
We believe in helping you make the most of what you already have. When you trust Featured Wealth advisors with your financial planning and investment management needs, we’ll help you find the most appropriate products and solutions for your situation. We want you to face the future with confidence, knowing that your assets are growing as you go.
As your financial circumstances, needs, and assets shift over time, you’ll need to make adjustments to your strategies to help minimize risk and tax exposure and maximize potential. This is all part of what we do when you trust Featured Wealth advisors with your financial planning needs. We’ll keep you updated so you can make sound financial decisions at every turn.
You want to know that what you’ve built in your lifetime will be sufficient to provide for your loved ones when you’re gone. We can counsel you on the most effective, tax-efficient estate planning and wealth transfer strategies to help you protect your legacy and the ones you’ve built it for.
Originally from Casper, WY, JR Foreman enjoyed all the great things the Rocky Mountains had to offer. During his pursuit of his bachelor's degree in business at Dickinson State University in ND, JR served as captain on the university's football team and was named an All-Conference and an All-American offensive lineman. He was inducted into the University Athletic Hall of Fame in 2014.
Today, in addition to founding and leading Featured Wealth — his own independent wealth management practice in McKinney, TX — JR is an active member in the community and enjoys educating people and giving back.
At Featured Wealth, we don’t take it lightly when you trust us with your money. That’s why our advisors are committed to staying available and accessible so you can always reach us for information about or access to your funds.
No matter what your concern is, you can remain confident in our structure and processes, which are all designed to organize, manage, grow and transfer your wealth according to your personal goals and objectives.
We chose to be independent advisors in an effort to do right by our clients. We’re able to select solutions based on the problem they help a client solve or the goal they help them reach. But we never sell a product just to sell a product.
Keeping you informed is a crucial component of any successful lifelong endeavor. You can expect timely feedback and answers to your questions because our advisors want you to be equipped to make financially sound decisions.
A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It's fast, free and displays your number instantly.
We take a solutions-based approach to financial planning to help you ensure that you live the life you intend to. We’ll find personalized solutions to help you reach your needs, wants, and goals.
We’re not trying to sell products. We want to solve problems and provide honest advice to help people like you plan for the life they want. If that sounds like what you want, let’s get started.
Based in McKinney, TX, the Featured Wealth team of advisors is dedicated to providing straight-forward, client-first financial services for clients in every life stage.