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  • Podcast

Episode 230: From Music Rooms to ESG Mastery

Nick Cantrell of Green Future Wealth Management

“A big part of the reason that we're focused on sustainability here is I want to do my part to build a better world for my kids.” – Nick Cantrell

Don’t miss this episode of Cambridge Stronger as Nick Cantrell, founder of Green Future Wealth Management, shares his inspiring journey into financial services. After realizing that teaching wasn’t his long-term path, Nick followed in his father’s footsteps and carved out a successful career in financial advising. Today, he leads a firm that aligns nearly 80% of assets under management with clients’ values through ESG (Environmental, Social, Governance) and responsible investing.

In Episode 230: From Music Rooms to ESG Mastery, Nick discusses:

  • His unexpected path from teaching music to financial advising
  • How client curiosity led him to focus on sustainable investing
  • His team’s values-driven approach, collaborating with experts in various fields

Listen now to hear Nick’s insights on building personalized, values-driven portfolios and the growing importance of ESG in today’s financial landscape!

Investment News 2024 ESG/Responsible Investing Advisor the Year Awardee (Finalist) recognizes an advisor who has displayed excellence over the previous year in socially responsible investments. The winner is nominated and judged based upon knowledge of ESG/Responsible investing strategies, client relationship strategies, and client education. This award is not based on investment performance.


About Nick Cantrell

Nick Cantrell has worked side by side with clients as a financial advisor for over 15 years. He founded Green Future Wealth Management to provide holistic financial planning that is independent and deeply rooted in his clients’ values. He has been recognized by Forbes as one of the Top Next-Gen Wealth Advisors in the country.

Nick specializes in helping clients with complex retirement income planning, particularly in integrating government pensions and Social Security benefits with invested assets to maximize income, tax efficiency, and legacy benefits. He also works with clients to align their values with their financial planning through the use of socially responsible and values-based investments, as well as charitable funds.

Nick holds the FINRA Series 7, 63, and 65 licenses and is licensed in life, health, and variable insurance. He is also a Certified Financial Planner professional, Chartered Financial Consultant®, Chartered Life Underwriter®, and Chartered SRI Counselor®.

When not at the office, Nick enjoys spending time with his wife, Kendra, and their four children – Violet, Elliott, Henry, and Cosette. A classical musician, Nick is an avid supporter of the arts and an occasional classical bassoonist. He also enjoys cooking, traveling, and Friday pizza-and-game nights with his family.

https://www.greenfuturewealth.com/

Ranked #158, Forbes Next-Gen Best-in-State Wealth Advisor 2020. Recipients are identified through research conducted by Forbes partnership with SHOOK research and must be born in 1981 or later. Advisors must have a minimum of four years experience and are evaluated based on revenue trends, assets under advisement, compliance records, industry experience and those that encompass the highest standards of best practices. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Green Future Wealth Management are not affiliated.

About Cambridge Stronger

Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession. 


The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.