Finance Monthly - Global Awards 2022

Finance Monthly Global Awards 2022 USA 35 Nick Cantrell CFP®, ChFC®, CLU®, CSRIC® Founder, Senior Wealth Advisor Green Future Wealth Management 324 Grove St, Worcester MA, 01605, 243 King Street, Suite 104, Northampton, MA 01060 Tel: (774) 633-9810 | (978) 333-2144 Email: Website: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Green Future Wealth Management and Cambridge are not affiliated. What does this awardmean toyou? It is quite humbling. When I founded Green Future Wealth Management in the early months of the pandemic, I set out to help clients align their assets with their values by offering customised, sustainable investing and financial planning. To now, only two years later, be receiving such an important award seems just mind-boggling, until I start to realise that this is really an award that recognises the work that has done not just by me, but also by my team. Once I consider that it all makes sense, as I have a tremendous team at Green Future Wealth Management, as well as at home – particularly my wife, who has always believed in and supported me. Canyou shareanythingaboutwhatmight beon thehorizon forGreenFutureWealth Management? We just completed our first practice acquisition this year, which was really exciting and allowed us to add some really great teammembers and clients. Through that acquisition, we added tax preparation and planning. We have also recently begun offering sustainable offerings within workplace employer plans, having developed the first sustainability-focused pooled employer plan 401k in the country. Having really increased our capabilities this year, I predict that the next couple of years will be focused on scaling our business as we continue to grow quickly and add clients, although I think that based off of the conversations that I have been having we are going to have some good acquisition opportunities in the near future. Further down the road I have some ideas for some proprietary software that I would like to build that will enhance our ability to serve values-based investors.

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