Future Wealth LLC is a fee-only investment advisory and financial planning firm based in Los Gatos, California. It serves individuals and small businesses, helping clients work toward their financial goals through personalized planning and investment guidance. The firm emphasizes customized advice rather than a one-size-fits-all approach, and says it acts as a no-commission fiduciary, putting clients’ interests first.

Its services include financial planning, investment portfolio planning and portfolio management for individuals, as well as 401(k) advisory services for small businesses. Future Wealth also assists with household investments held in brokerage accounts, retirement IRAs, 529 plans and 401(k) plans. The firm presents its approach as focused on building portfolios around each client’s financial plan and avoiding hidden fees.

Future Wealth shares research and articles on financial markets, along with information about television appearances and news coverage. The company is led by Jay Srivatsa and is a registered investment adviser offering advisory services in California, Florida, Texas and other jurisdictions where exempted.