Future You Wealth

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Future You Wealth — overview

Assets Under Management

Type

Wealth Manager

Location

New York, NY, US

Alternative Asset Classes

-

About

Established in 2019, Future You Wealth is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary basis. The services it offers include financial planning, cash flow management, debt management, college savings, retirement planning, risk management, estate planning, investment planning, insurance planning, investment management, portfolio management, and wealth management. The wealth manager advises individuals, high net-worth individuals, and charitable organizations. Future You Wealth was acquired by NerdWallet Wealth Partners in June 2025.

Future You Wealth - known decision makers (4)

Contact NamePositionLocationEmailTelephoneAsset Class
Chief Operating Officer,Investment Advisor Representative & Chief Comliance OfficerNew York, USGEN
Founder New York, USGEN
Wealth AdvisorNew York, USGEN
Wealth AdvisorNew York, USGEN

Showing 4 of 4 known decision makers Future You Wealth

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