FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC

Overview

Future Financial Wealth Management Group, LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm structures fees using a mix of percentage-of-AUM, hourly and fixed-fee arrangements, and also operates as a registered representative of a broker‑dealer and as an insurance broker. Its investment stance favors liquid public markets: core allocations are executed with mutual funds and exchange‑traded funds, while individual equities are used more tactically. The firm reports it is not an active ESG investor and does not act as a capital allocator or pension consultant. Client relationships skew toward individual and family households. The firm’s model blends discretionary portfolio management with planning and non‑investment services that a brokerage/insurance platform can support, which suggests they combine ongoing advisory mandates with episodic, fee‑for‑service engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices