Nick Cantrell | Source | Founder, Wealth Advisor at Green Future Wealth Management
Nick Cantrell
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. 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®, a Chartered SRI Consultant, and Chartered Life Underwriter®.
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Green Future Wealth Management
Founder, Wealth Advisor
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How to Invest in a Nuclear Weapon Free World
Your retirement accounts, pensions, and investment accounts may be at risk from investments with nuclear weapons manufacturers #tpnw #nuclearweapons
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Investing to Combat Climate Change
A How-To on how to invest in order to Combat Climate Change, with helpful suggestions for do-it-yourselfers or clients of financial advisors.
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ESG Investing: A Cultural Battleground with Financial Implications
Nick argues that ESG investing, often criticized in culture wars, offers "risk-adjusted returns by considering broader factors." He highlights its use by diverse groups, including faith-based investors, and warns against limiting asset managers' choices, as proposed by Sen. Cassidy's anti-ESG bill. Nick emphasizes that ESG investing aligns with free speech, as affirmed by a recent US District Court decision. -
Wealth Strategy for $600M Powerball Winner
Nick Cantrell suggests a $600 million jackpot winner manage wealth by creating a $2M monthly income stream. Investments should include low-cost funds, stocks, bonds, and reflect personal values, with a focus on tax efficiency. -
Transition Investing Emerges from ESG's Political Challenges
Nick Cantrell of Green Future Wealth Management attributes the ESG to transition investing shift to political backlash and the original term's lack of clarity for investors.
