Wealth Management
Personalized financial strategies to help you build, preserve, and transfer wealth across generations.
Comprehensive Wealth Management Services
Investment Management
Customized investment strategies aligned with your goals, risk tolerance, and time horizon.
Financial Planning
Comprehensive planning for retirement, education, estate, and tax optimization strategies.
Trust & Estate Services
Preserve and transfer wealth to future generations with sophisticated trust solutions.
Private Banking
Exclusive banking services and lending solutions tailored to high-net-worth individuals.
Our Investment Philosophy
We believe in a disciplined, research-driven approach to investing that focuses on long-term growth while managing risk. Our investment strategies are built on these core principles:
- Diversification
Spreading investments across asset classes to manage risk
- Long-Term Focus
Building wealth through disciplined, patient investing
- Tax Efficiency
Minimizing tax impact to maximize after-tax returns
- Cost Management
Keeping investment costs low to enhance returns
Solutions for Every Stage of Life
Building Your Wealth
During your wealth accumulation years, we focus on growth-oriented strategies while helping you balance competing financial priorities.
- Investment Management
Growth-focused portfolios aligned with your risk tolerance
- Retirement Planning
Maximizing contributions and investment growth
- Education Funding
529 plans and other tax-advantaged education strategies
- Risk Management
Insurance solutions to protect your growing wealth
Meet Our Wealth Management Team
Richard Thompson
Chief Investment Officer
CFA, MBA
25+ years experience
Elizabeth Chen
Senior Wealth Advisor
CFP®, CIMA®
18+ years experience
Marcus Johnson
Estate Planning Specialist
JD, LLM in Taxation
15+ years experience
Sophia Rodriguez
Retirement Planning Specialist
CFP®, RICP®
12+ years experience
The Future Bank Wealth Management Experience
Work with a dedicated wealth advisor who understands your unique financial situation, goals, and values.
- Dedicated advisor
- Regular review meetings
- Proactive communication
Receive a tailored financial plan and investment strategy designed specifically for your goals and risk tolerance.
- Comprehensive assessment
- Tailored recommendations
- Regular strategy reviews
Benefit from a team of specialists who collaborate to address all aspects of your financial life.
- Team of specialists
- Coordination with your advisors
- Comprehensive solutions
Client Success Stories
"Our wealth advisor helped us create a comprehensive retirement plan that gave us confidence in our financial future. Their expertise in tax planning alone saved us thousands."
Robert & Susan Anderson
Clients since 2010
"The team at Future Bank helped me navigate the complex process of selling my business and creating a strategy for managing the proceeds. Their expertise was invaluable."
James Wilson
Business Owner
"I appreciate how my advisor takes the time to understand my philanthropic goals and has helped me create a giving strategy that maximizes my impact while being tax-efficient."
Patricia Martinez
Philanthropist
Ready to Build Your Financial Legacy?
Schedule a complimentary consultation with one of our experienced wealth advisors to discuss your financial goals and how we can help you achieve them.