Member Since 2022
Green Future Wealth Management
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 UMASSFive 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®, and Chartered Life Underwriter®. 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.
An exceptional leader is defined both by the accomplishments of their organization and their personal characteristics that contribute directly to that success.
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DO YOUR INVESTMENTS AND FINANCIAL PLAN ALIGN WITH YOUR VALUES? At Green Future Wealth Management, they will. Through SRI, you can support causes you believe in while pursuing your financial goals. Green Future Wealth Management is eager to understand what you are passionate about and align your investments with those passions. By working with us, we can help you make a positive impact on the world. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Green Future Wealth Management are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, MA, MD, ME, NC, NH, NY, OH, RI, SC, SD, TX, UT, VA, VT, and WA. No offers may be made or accepted from any resident outside the specific states referenced. Investing involves risk. Depending on the different types of investments there may be varying degrees of risk. Socially responsible investing does not guarantee any amount of success. Clients and prospective clients should be prepared to bear investment loss including loss of original principal. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.