Work EthicMarch 19, 2026

Jon Foster on Building a Wealth Firm That Lasts

1 Min Read

In wealth management, success is often measured in assets, growth, or revenue. But for Jonathan Foster, one of the clearest measures of a meaningful career is simpler: whether you can look back and know you acted with integrity.

In the latest episode of Work Ethic, Ethic CEO Doug Scott sits down with Foster—CEO of Angeles Wealth Management—for a conversation spanning Wall Street, entrepreneurship, leadership, and the values that shape a lasting career. Over the course of the episode, Foster reflects on an unconventional path into finance, the lessons that led him from brokerage into the fiduciary model, and why building a great firm starts with betting on people.

Key takeaways from the episode include:

Whether you’re building a business, leading a team, or thinking about the future of wealth management, Foster’s perspective offers a thoughtful look at leadership that you won’t want to miss.

  • Ethics before ambition: Why there are moments in every career when doing the right thing matters more than keeping your job.
  • Career as a process of elimination: Why building a career is often less about finding your calling immediately and more about moving steadily away from what doesn’t fit.
  • Betting on people: Why great firms are built by attracting talented people, empowering them, and making them feel like true partners in the business.
  • The fiduciary shift: How moving from brokerage to advisory changed Foster’s view of what it means to serve clients well.
  • Legacy beyond wealth: Why the most meaningful work with clients often begins once money is no longer the central concern—and the deeper questions become purpose, family, and impact.

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