Future Financial Wealth Managment LLC
Future Financial Wealth Management LLC is an SEC-registered investment adviser founded in 1980 and headquartered in Cincinnati, OH. The firm provides personalized wealth management, financial planning, and investment management services to individuals (including high net worth individuals) and pension plans, managing over $180 million in client assets. Their team, with over 90 years of combined industry experience, emphasizes client-focused fiduciary standards, transparency, and objective, conflict-free advice. With a staff of three, they serve clients primarily in Ohio and act as long-term partners supporting clients' financial decisions and goals.
Investment Strategy
Future Financial Wealth Management LLC employs a personalized and primarily passive investment management approach. Their portfolio construction utilizes ETFs, mutual funds, and individual stocks tailored to each client’s goals and risk tolerance. The firm integrates fundamental, technical, cyclical, and charting analyses, focusing on diversification and risk mitigation. Clients may impose reasonable investment restrictions, and all strategies are designed with transparency and regular reporting. The firm upholds fiduciary standards, providing unbiased, fee-based advice and refraining from accepting third-party economic benefits, with an emphasis on long-term, relationship-driven service.
Top Holdings
Equity Positions (456)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQM | INVESCO NASDAQ 100 ETF | 8.36% | $13.3M | 53,763 | $168.38 | $247.12 | +$920.4K |
V VOO | VANGUARD S&P 500 ETF | 7.80% | $12.4M | 20,228 | $418.28 | $612.38 | +$908.8K |
J JAAA | JANUS HENDERSON AAA CLO ETF | 3.84% | $6.1M | 120,293 | $50.68 | $50.78 | +$762.7K |
C CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 3.56% | $5.6M | 134,394 | $42.03 | $42.03 | +$5.6M |
I IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 3.34% | $5.3M | 19,394 | $197.82 | $273.65 | +$403.8K |