Green Future Wealth Management was founded in 2020 by Nick Cantrell, CFP®, CLU®, ChFC®. After more than a decade as a financial planner, he had grown frustrated with the lack of options within the marketplace for clients who wanted comprehensive financial planning as well as socially responsible investing. After evaluating all of the options for partnering with existing firms, he decided to found Green Future Wealth Management, dedicated to helping clients align their assets and their financial plan with their values.
Over the years, I have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
That’s where I come in.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—I have the tools and background to provide the services that may fit your needs.
My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.
As a member of the community for several years, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.
For more information about my firm and our services, please call. I would enjoy learning more about your goals and dreams.
At Green Future Wealth Management, we are committed to stewardship of the environment. Throughout our work, we seek to minimize and mitigate our environmental impact by developing processes and programs with this in mind. We are always looking for new opportunities to improve in this area and we are happy to engage and brainstorm on strategies. Some examples of our current initiatives are:
• We operate a paperless filing system to limit wasteful paper usage which contributes to deforestation and water pollution.
• We recycle all printer ink cartridges and electronics.
• We have implemented Docusign for account opening and service, which has significantly reduced our paper usage.
• We encourage clients to utilize e-Delivery for account statements and documents, minimizing paper as well as shipping to reduce carbon footprint.
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
Green Future Wealth Management proudly operates within TAG Advisors, one of the largest branches at Cambridge Investment Research. Cambridge is one of the nation’s top independent Broker/Dealers, recognized in the industry for their innovative financial solutions and values of integrity, commitment, flexibility and kindness. TAG Advisors has over 280 registered financial professionals located throughout the United States and over $6 billion in assets under advisement. As a leader in the financial services industry, this ensemble of independent financial professionals brings over 40 years of experience in comprehensive financial planning and client support. This combination of knowledge and independence allows TAG to fully serve their clients’ needs with customized financial solutions.
As part of the TAG Advisors branch, our valued clients are supported by a team of experienced client service professionals who specialize in client engagement and streamlined account creation and support.
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