Planning Your Future
It’s one of the most important things we can do, but it’s also the most challenging. Here at Future Wealth LLC we’ll help you accomplish your future financial goals every step of the way.
Wealth Management & Advisory in Los Gatos, CA.
Building Your Wealth
Hello and welcome! If you’re here, it’s because you recognize the value in quality wealth management. You work hard for every dollar and it’s important that you entrust your income to someone with both the experience, and expertise necessary to give you a worthwhile return on your investment.
This means finding someone who values you as an individual and who will work with you to find the solution that is best for your unique situation. Unfortunately, this is becoming more and more difficult to find.
In today’s world of big banks and large institutions, too many are simply selling to the mass markets without considering what is best for the client as an individual. On top of this, they’re charging hefty fees for the same worn-out advice that they’ve given to everyone else! They use complex terms, and financial jargon meant to make you feel as if your financial future is too complicated for you to understand.
My name is Jay Srivatsa, and I’m the CEO of Future Wealth, LLC. My company specializes in retirement planning and financial planning for individuals and small businesses. We work with you to create a customized investment portfolio that’s specifically catered to your financial plan, without all the hidden fees, because you shouldn’t have to lose money to make a living.
In addition to retirement and financial planning, Future Wealth also offers Insurance and Real Estate Services through our partners.
Check out our services and let us show you how we can help you reach your goals.
Please call Future Wealth LLC at (408) 839-4430, or send us an email via our contact form here.
We look forward to working with you!
Earlier this week, Charles Schwab announced that starting Oct. 7, clients can buy and sell stocks and ETFs listed in the U.S. or Canada online for free instead of the 4.95/$6.95 per trade fee. Next day, TD Ameritrade and ETrade reluctantly followed. Fidelity and the...
Future Wealth LLC
PO Box 33187
Los Gatos, CA 95031