Future Wealth LLC welcomes the addition of Rusty Hoss to its investment advisory team. Rusty joins Future Wealth LLC from Champlain Investment Partners, where he was Portfolio Manager for Emerging Markets from 2015-2022, managing a $100 million fund and a six person investment team. Prior to Champlain Investment Partners, Rusty was Portfolio Manager at New Sheridan Advisors for 7 years and Director of Research at Roth Capital Partners for 5 years. Rusty holds a CFA and Series 7, 24, 86 and 87 securities registrations.

With the hiring of Rusty Hoss as an investment advisor, based in Orange County (OC), Future Wealth LLC is now positioned to grow its assets and its client base and take the company to the next level. Since the inception of the company in 2016, Future Wealth LLC, headquartered in Los Gatos, CA, has grown its assets under management to ~$35 million through trusted client relationships and providing investment services, as a fee-only advisory firm, at a fraction of the annual management fees charged by large institutions. By offering financial and investment advisory services across brokerage accounts, joint accounts, trust accounts, partnership accounts, IRA, Roth IRA, SEP IRA, 401K, Options accounts and Minor accounts as well as managing investments in life insurance, annuities and 529 portfolios, Future Wealth LLC has been able to cater to a range of clients, and their households, with differing investment needs and risk thresholds.

We are proud to have Rusty Hoss join the firm and we look forward to inviting new clients into the fold as well as continue to offer superior customer service and investment advice to our current clients.