What Really Matters

About UsFuture Wealth LLC Jay Srivatsa

Our philosophy is simple. We believe most investors stay away from investing in Wall Street for two reasons – First, they don’t have enough money and second, they don’t want to lose money. While we at Future Wealth can’t help with the first, our mission is to help with the second. Here’s how we do it. We look at each customer as an individual and assess their risk profile. We then recommend appropriate low cost investments in fundamentally sound companies that you buy and hold for long periods of time without overcomplicating it with financial jargon or confusing verbiage. There are no hidden fees or commissions and the investor benefits from our years of Wall Street experience. And finally, we provide downside protection for each investment based on the individual’s risk profile.

We believe everyone should feel comfortable with their investment strategy and we work to make sure each client feels confident in the plan that’s selected for them. We mainly deal in ETFs, as we believe they offer the most compelling fee structure, protection and exposure to you as an investor. We then build a portfolio of the stocks and ETFs that is customized to your risk profile while keeping our management fees low and affordable. We don’t believe you should have to pay 2-3% a year in the various advisory fees, management fees, transaction fees and other hidden fees to get investment advice from someone who does not have Wall Street experience or who is willing to give you the individual attention you deserve. This is the difference you can expect with Future Wealth, LLC.

I went from having a plethora of investments in my portfolio that I did not understand to a handful of investments that fit my risk profile. Thanks to Future Wealth for re-configuring my portfolio which was highly susceptible to a correction to one that reduced my risk exposure.

Fiona C. | Los Gatos, California

Experience

Jay Srivatsa is the CEO and Founder of Future Wealth LLC. Prior to starting Future Wealth in 2016, Jay spent 10 years in Wall Street’s investment banks as an equity analyst recommending technology stocks to mutual and hedge fund managers. Before he joined Wall Street, Jay spent his first 10 years after graduate school working at few Silicon Valley Tech firms and then another five years in Market Research at Gartner Inc. and iSuppli Inc. Jay holds MS in Economics and Operations Research from Stanford University, MBA from Santa Clara University and MS in Industrial Engineering from Texas A&M University. He holds Series 7, 24, 63, 65, 86 and 87 securities registrations.

OUR PARTNERS

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Future Wealth LLC unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

This website may provide links to others for the convenience of our users.  Our firm has no control over the accuracy or content of these other websites.

REGISTRATION INFORMATION

Advisory services are offered through Future Wealth LLC; an investment advisor firm domiciled in the State of California. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.

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