Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Nick has worked side by side with clients as a financial advisor for over 10 years. He founded Green Future Wealth Management to provide holistic financial planning that is independent, and deeply rooted in the values of his clients. Nick previously held financial advisory positions at Thomson Financial Management and UMASS Five College Federal Credit Union. In 2019, Nick was named to Forbes list of America’s Top Next-Gen Wealth Advisors for the third year in a row, listed among 250 advisors nationally and the only advisor from Western Massachusetts who was selected.
Nick specializes in helping clients with complex retirement income planning, particularly integrating government pensions and Social Security plans with invested assets to maximize income, tax efficiency, and legacy benefits. He also works with clients to help them align their values with their financial planning, through the use of socially responsible and values-based investments and charitable funds.
Nick holds the FINRA Series 7, 63, and 65 licenses and is life, health, and variable insurance licensed. He is also a Certified Financial Planner™ professional, Chartered Financial Consultant®, Chartered Life Underwriter®, and a Chartered SRI Counselor™.
When not at the office, Nick enjoys spending time with his wife, Kendra, and three children, Violet, Elliott, and Henry. A classical musician, Nick is an avid supporter of the arts and an occasional classical bassoonist. He also enjoys cooking, travel, and Friday night pizza and game night with his family.
Alex brings thoughtful, empathetic guidance as an advisor with over 8 years' experience in banking, financial services and financial advising. He came from Bank of America/Merrill with a passion and firm belief in providing honest and genuine advice as a Relationship Manager and Financial Solutions Advisor. Alex incorporates analytical and problem-solving skills in his planning with previous operations and analyst roles at State Street Corporation, Brown Brothers Harriman, and a FinTech startup.
Alex utilizes a client first approach providing holistic financial advice through value driven discussions emphasizing cash flow analysis and maximizing current/future tax efficiency via prudent investment selection in taxable and retirement assets. He works with clients to understand their risk tolerance, time horizon, and investment objectives to provide a clear path towards achieving their most important financials goals.
Alex holds the FINRA Series 7 and 66 licenses and is also a Chartered Retirement Planning Counselor℠ or CRPC®.
Outside of work, Alex enjoys spending time with his Fiancée, Bailey. He is an avid freshwater fisherman and outdoorsman enjoying golf, hiking and traveling. He is a big Patriot's fan who loves to spend time with his family and friends in Massachusetts and his brother in Maine.
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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