Cincinnati, OH Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Future Financial Wealth Management Group, LLC
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Firm-wide stats for Future Financial Wealth Management Group, LLC
About
The firm provides discretionary investment management and comprehensive financial planning to individuals (including high‑net‑worth clients), small businesses, and retirement plans. Its advisory services cover personalized investment policy development, portfolio construction, and planning areas such as estate, tax, cash‑flow, business planning, and insurance review.
Investment implementation is tailored to each client and employs both passive and active techniques, including fundamental, technical, cyclical and charting analysis, with regular portfolio reviews and reporting. The firm sponsors a wrap‑fee program and manages its assets on a discretionary basis within that program, and it typically recommends an institutional custodian for trade execution and custody.
Noteworthy for a small, two‑advisor SEC‑registered firm, a principal is separately registered as a broker‑dealer representative and is licensed to sell life and health insurance, creating the potential for commission‑based compensation in addition to advisory fees. The combination of sponsoring a wrap program, offering insurance product sales, and disclosing a historical regulatory disciplinary matter for a principal is uncommon among peers and may be relevant to prospective clients evaluating conflicts of interest.
Expertise
Location
7817 Cooper Road, Suite D
Cincinnati OH 45242
Advisors at this office
1
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