Future Gen Wealth Management is a platform designed for individuals who don’t want or need regular access to a financial advisor, but would like the option of occasional guidance.

Future Gen was built for the everyday individual who may need access to financial planning at an affordable cost.

Future Gen platform was designed to give individuals an ala carte menu to the financial services industry. One size does not fit all, whether that is services or fees charged.

Grow it!

Robo investing for an individual that wants to invest with the opportunity to invest on a regular basis. We customize the client’s portfolio based on their risk tolerance. A live advisor can also assist in choosing the right portfolio for you.

Build it!

Financial coaching that allows individuals to work with a financial planner to answer their questions or concerns. They are also seeking a plan to help them achieve that goal. With this service they will get a projection of what their success could look like along with an action plan.

Live it!

With this service, individuals have access to a financial planner on a regular basis. As individuals come across financial concerns and questions, they can immediately call their advisor. Some questions that may come up throughout the year include taxes, employer benefits, and retirement accounts.

Learn more about all of our services.

With our ala carte menu of services, you pick the service that best fits your situation.

Grow it! This service cost 6/10ths of a percent. In English, if your account balance is a $1000, your fee for the year would be $6. However, this fee is billed quarterly, and debited from your account. You never have to directly write a check.

Build it! The fee is paid upfront at a cost of $199 for each projection. For example, if you would like to see what your investments will project to be worth in 20 years, we can do that. Your investments don’t need to be held with Future Gen.

Live it! Our affordable fee for this service is $9.99 per month billed through all major credit cards. If you cancel this service, there is a $200 fee, less how many payments you have already made. For example, if you paid for 6 months and then cancel, you will be charged $140. If you have the service for 20 months and cancel, there are no additional fees.

Buffalo First Wealth Management is the investment company under which Future Gen operates. Buffalo First is an SEC registered investment advisory firm.

Buffalo First clients typically require a full-service relationship with a financial advisor. Some of the technology used to assist Future Gen clients is powered by companies that Buffalo First has contracted with.