Fountainhead Advisors is excited to announce that Rick Le has joined the firm’s Warren, New Jersey office as Partner, Senior Financial Strategist. With a wealth of experience in the financial services industry, Rick has spent over 15 years cultivating an outstanding wealth management practice. His dedication to delivering comprehensive investment solutions has enabled him to build a client centric practice serving the complex needs of high-net-worth clients and their families.
“I am so happy to partner with a firm that understands the true value of client relationships,” said Rick. “Fountainhead has the ability to provide industry best of services, financial planning, and investment capabilities, with care and compassion to address what is uniquely important to every client.”
Fountainhead Advisors has continued its strong and steady growth in the New Jersey market since establishing roots in 2011. As a distinguished financial services brand, Fountainhead comprises three prominent subsidiaries: Fountainhead Advisors, Fountainhead Asset Management, and Fountainhead Multi-Family Office. Together, these three subsidiaries form the foundation of the Fountainhead brand, united by a commitment to excellence, innovation, and a client-centric approach. The addition of Rick further strengthens this mission, reinforcing the firm’s dedication to providing exceptional wealth management solutions and maintaining the highest standards of client service.
“We are excited to welcome Rick to our team,” said Marc Rock, Managing Partner at Fountainhead. “His extensive expertise and thoughtful approach to financial planning align perfectly with our advisory services team and value proposition. Having known Rick for over 20 years, I can confidently say that his combination of professional skill and personal commitment makes him an ideal addition to our culture.”
Throughout his career, Rick has been dedicated to advocating for his clients and providing exceptional service, fostering meaningful and lasting partnerships. His deep understanding of the financial landscape, coupled with his expertise in private wealth management and institutional investments, will bring tremendous value to Fountainhead. With a proven track record and a forward-thinking approach, Rick is well-positioned to leverage Fountainhead’s existing resources while strengthening the team’s commitment to delivering an outstanding client experience.
Outside the office, Rick is actively engaged in his community. A former Harvard University and Cape Cod Crusaders soccer player, Rick dedicates his free time to coaching youth soccer, enjoys playing golf, and cherishes moments with his family.
About Fountainhead Advisors
Fountainhead Advisors is an independent SEC Registered Investment Advisory (RIA) firm providing comprehensive, holistic financial planning to high-net-worth individuals and business owners worldwide. Fountainhead believes every client’s financial life is as distinct as they are and deserves its own customized wealth management solutions. The depth and breadth of the Fountainhead team lends to their specialist approach and ability to connect to clients on a human level. The firm’s collaborative style, combined with state-of-the-art technology, operations, and service teams, is designed to support the most sophisticated needs of both clients and advisors. For more information, please visit fountainheadadvisors.com.
