Green Future Wealth Management Founder and President Nick Cantrell, CFP®, ChFC®, CLU®, CSRIC® has been recognized by Forbes as one of the Top Next-Gen Wealth Advisors in the United States. He founded Green Future Wealth Management to help individuals and organizations align their assets with their values through sustainable investing and planning. In addition to expertise in values-based investing, he is an expert at social security planning and advanced tax strategies for high net worth families. He writes for Newsweek.com on the intersection of sustainability and personal finance, and works to train other financial advisors on how to incorporate sustainability into their investment practice. He lives in Worcester with his wife and 4 young children.
Do you feel as if you are working hard every day to live a lifestyle that honors your values, while also trying to act responsibly and plan for the future? At Green Future Wealth Management, we spend the time up front with our clients to discover what matters most to them, and then build a financial plan and investment strategy to help them achieve their goals, while honoring their beliefs.
Green Future Wealth Management is different. We are not a Wall Street firm, we don't offer hot stock tips, and we don't look down on our clients who want to consider the needs of others while also considering their own needs.
Don't be satisfied with tradition. Don't let others tell you that it can't be done. Take control, free yourself, and live the life you want.
Ready for the next step? We can help.
Let's Get Started
|Firm Start Year:||2020|
|No. of Employees:||5-9|
|Name of Broker/Dealer:||Cambridge Investment Research|
|Name of Custodial Firm:||Multiple|
|States Licensed in:||AZ,CA,CO,CT,DC,FL,IL,IN,ME,MA,MI,NV,NH,NY,NC,OH,OR,RI,VT|
|Number of Years with Current Firm:||3|
|Work Experience:||Nick Cantrell, CFP®, ChFC®, CLU®, CSRIC® has over 15 years of experience as a financial advisor, working with families, businesses, and organizations. He is the Founder and owner of Green Future Wealth Management, a firm dedicated to helping investors manifest their values in their financial lives, while planning for what is ahead. Areas of expertise include tax planning, retirement income planning, estate planning, and fully customizable socially responsible investing.|
|Work with the following types of clients:||Businesses, Individual Investors, Non-Profit Organizations|
|Foreign Languages Serviced:||English|
|Advisory Services Provided:||Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Insurance Products & Annuities, Estate Planning & Trusts, Tax Advice and Services|
|Investment Types:||Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Annuities, Insurance, Mutual Funds, Bonds, Socially Responsible Investments (SRI)|
|Can meet clients in the following ways:||Phone, Email, Our Office, Video Conference, Our Offices|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability|
|Firm's Number of Clients:||200|
|Firm's Number of Planning Clients:||150|
|Firm's Number of Managed Clients:||150|
|Assets Managed by Firm:||$110,000,000|
|Advisor's Number of Clients:||80|
|Advisor's Number of Managed Clients:||80|
|Advisor's Number of Planning Clients:||75|
|Assets Managed by Advisor:||$60,000,000|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$5,000|
|Compensation Methods:||Flat Fee, Based on Assets, Commissions|
|Fee % Based on Assets:||Tiered Fee|
|Additional Details on Charges:||Our preferred way to work with clients is in a fee-based setting, charging a percentage of the assets we manage as a fiduciary. Our fee schedule is tiered, with prices declining as household assets grow. We do offer flat fee planning for limited engagements that are non-recurring. We have a tax preparation division that charges separately for preparing tax returns.|
|Minimum Fee Charged for Managed Accounts:||0|
|Minimum Fee Charged for Hourly Planning Accounts:||0|
We offer clients the ability to customize their investments based on the values that matter most to them, incorporating sustainability and faith based values for clients who desire it. We have a formal Investment Committee with a rigorous investment selection process to ensure that our clients are always receiving the best in class investment options spanning all major asset classes and security types.
As a Certified Financial Planner® practitioner, I have helped hundreds of families plan for and execute their retirement strategy, from the accumulation stage, through early, middle, and late stage retirement.
We help clients analyze their options for 401k plan assets to determine whether a rollover is in their best interest, and if so the optimal account to rollover. We have helped clients with complex rollover planning, including planning for clients with company stock held within their plan, clients who have become disabled, and many other scenarios. Everyone receives customized analysis and recommendations.
|Education Funding and Planning
As a former educator and a parent of 4 young children, I understand the value of education and how hard our clients work to ensure their loved ones can receive it. From expense planning to analyzing funding options to optimizing financial aid through asset positioning.
As we offer fully customizable investment portfolios and financial planning as well as in house tax planning and preparation, we are uniquely suited to manage the wealth of high net worth and ultra high net worth clients. With our strategic relationships with trust services providers, cash management and lending specialists, as well as alternative investment offerings, we offer the services of a large firm with the attention of a boutique firm.
As a CLU® designation practitioner, I have extensive expertise in use and application of all of the most important tools for risk management. Whether clients are looking for managing risk related to health, life, disability, long term care or property and casualty, we have the ability to analyze their threats and opportunities and recommend the most suitable risk management techniques and tools.
Money management is complex, often involving monitoring cash, securities, debt, income, and various other aspects of cash flow. We help our clients focus on the big picture while we dig into the details to ensure that their money management is smooth, allowing them the freedom to focus on what matters most to them.
|Financial Advice & Consulting
Sometimes we find that a client's primary need is a limited engagement that focuses on financial advice or consulting in a specific area of finance. Often this happens when a business owner is preparing to sell a business or some other asset, and needs extensive planning prior to a liquidity event. In instances like these, we offer project based planning on a flat fee basis.
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
|Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Green Future Wealth Management are not affiliated.|
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
CSNA (Certified Special Needs Advisor)
24 Years of ExperienceView Profile