Future Wallet

Overview

Future Wallet is a small, owner-operated limited liability company that provides financial planning and portfolio management to individuals and small businesses. The firm bills on an hourly and fixed-fee basis and supplements advisory work by selecting third-party advisers and running educational seminars and workshops. Future Wallet identifies as an active ESG investor and allocates its investable capital primarily to public mutual funds, reflecting a preference for pooled, professionally managed vehicles over direct stock or ETF portfolios. Its advisory profile and service mix point to a planning-first model that relies on curated fund lineups and outside managers when additional expertise is needed.

Assets & Accounts

Investments & Alternatives

Location & Offices