Xavier is a dedicated financial advisor at Rise North Capital where he specializes in helping individuals, families, and small business owners achieve their financial goals through personalized and strategic financial planning. His client-first approach focuses on delivering tailored solutions that address wealth management, retirement planning, investment strategies, and risk management. Xavier prides himself on providing comprehensive financial services designed to help clients build, preserve, and transfer wealth effectively.
Passionate about fostering lasting relationships, Xavier takes the time to understand each client’s financial situation and long-term aspirations. His mission is to guide clients through every stage of their financial journey, offering ongoing support and adjustments to ensure their plans adapt to changing life circumstances and market conditions.
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Braintree
25 Braintree Hill Office Park
Suite 403
Braintree, MA 02184
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083. TC123783(1021)P
Foundations' Form ADV Part 2A&Form CRS
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