ARE YOUR ASSETS AND INCOME BEING LEFT BEHIND?
Learn How An Updated Approach To Wealth Management Could Be The One Thing You're Missing To Profit From A Changing World.
Schedule Your Strategy Call Below To See If We're A Fit
So how do you get ahead in a changing world?
3 Pillars To Bridging The Wealth Gap
The Results
Note: All investing comes with risk. The numbers presented below are a reflection of what has happened due to forward thinking, but not a guarantee that performance will be the same in the future. Past performance does not guarantee future results. Every potential client should consider the risks involved and have a thoughtful conversation to determine if the presented investing approach is right for them.
224%
The total return of the "Future Focused Growth Portfolio" since July 2021.
19%
The average annual return of the "Better Banking Fund" since January 2023.
21%
The average quarterly return of the "Digital Cashflow Fund" since January 2023.
A Quick Note Before You Book A Call
If you’re here, chances are you already feel it.
The world is changing faster than most people are willing to admit — markets, technology, AI, opportunity. And when change accelerates, the gap between people who adapt and people who don’t gets wider.
I built my firm around a simple belief:
If you want to get ahead in a world that’s constantly changing, you need to profit from the changes — not fight them or ignore them.
This strategy call isn’t about pitching you a product or convincing you to trade all day. It’s about clarity.
On this call, we’ll look at:
- Where you are financially today
- How your capital and income is currently positioned
- Where opportunity is actually emerging
- And whether a more modern, system-driven approach makes sense for you
For some people, that means a full suite of wealth management funds managed for you and aligned with the goals of increasing your income and allowing your assets to accelerate with change.
And for some, the call will simply confirm they’re already on the right path.
Either way, you’ll leave with a clearer understanding of what matters next.
This is a conversation for people who value discipline over hype, systems over guessing, and freedom over flash. If that sounds like you, we're happy to talk.
If not, no pressure — this isn’t for everyone.
Book a complimentary strategy call below, and we’ll see if it makes sense to move forward together.
- Kyle Henris, Founder and CEO
This is a partnership for people who want to profit from change - not be surpised by it...
This is for:
✅ Professionals, entrepreneurs, and W-2 workers who feel the wealth gap widening and want to position capital intentionally.
✅ People who understand that traditional saving and the old way of investing alone may not keep pace in an AI-driven economy.
✅ Individuals who want to capitalize on modern, scalable income opportunities to keep pace with inflation and protect from job replacement.
✅ Busy people who value the expertise and convenience of "done for you" solutions.
✅ People who prioritize freedom, choices, and time over flash or status.
✅ Anyone looking for a calm, disciplined partner to help them adapt and grow as conditions change.
This is Not for:
❌ Anyone looking for quick wins or guaranteed results.
❌ People who need daily trade activity for constant excitement.
❌ Those unwilling to adapt as markets, technology, and opportunity shift.
❌ Investors who dismiss AI and modern technology.
❌ People seeking flashy lifestyle or fake social media culture.
❌ Anyone unwilling to follow structure or think long-term about where the world is going.
❌ People who are "just curious" but not ready to act on anything.
F.A.Q.
What is this strategy call actually for?
This call is a focused conversation to help assess where you are financially, how your assets and income are currently positioned in today's changing world, and whether a new approach makes sense for you. There are no "products to pitch" as this is a potential professional engagement. This is about clarity, alignment, and next steps. If we're not a fit, we'll tell you.
Do I need to have a lot of money to become a client?
Not necessarily. It would make sense to have at least 25k of cash or available assets as this is a wealth management firm, but there is no strict minimum.
Is this free?
Of course not. Freedom Formula Wealth Management is a registered wealth management firm. This will be a professional relationship with the highest level of fiduciary standards. There are two investment fees the client will incur, both can be discussed on the call.
The first is a client engagement fee. This is standard practice for fee only firms and serves two purposes. One, it compensates the firm for the high level of work involved to create and setup your plan. Two, it prevents the private funds performance unique to the firm from being diluted from too many investors.
The second is a percentage of profit fee on assets managed. This aligns our interests. If you don't make money, the firm doesn't make money on these funds.
Do I need prior trading or investing experience?
No. This is a full service wealth management firm. We will educate you and handle all of the trading and asset management for you after agreement on your plan. What matters more is mindset, being open to systems and learning how capital works in modern markets.
What happens after the call?
If it makes sense to move forward, we'll walk you through what working together could look like and offer you a formal agreement to partner together. If it doesn't make sense for both of us, we'll still leave you with a clearer understanding of your current situation and what to focus on next.
Freedom Formula Wealth Management
Freedom Formula Wealth Management LLC - © 2026 All Rights Reserved
No information herein is intended as securities brokerage, investment, tax, accounting or legal advice, as an offer or solicitation of an offer to sell or buy, or as an endorsement, recommendation or sponsorship of any company, security or fund, we do not know you yet. Freedom Formula Wealth Managememnt LLC cannot and does not assess, verify or guarantee the adequacy, accuracy or completeness of any information, the suitability or profitability of any particular investment, or the potential value of any investment or informational source. All investing comes with risk of loss, in particular trading. The reader bears responsibility for his/her own investment research and decisions, should seek the advice of a qualified securities professional before making any investment, and investigate and fully understand any and all risks before investing. Freedom Formula Wealth Management LLC in no way warrants the solvency, financial condition, or investment advisability of any of the securities mentioned in communications or websites. In addition, Freedom Formula Wealth Management LLC accepts no liability whatsoever for any direct or consequential loss arising from any use of this information, you are not a client yet.. This information is not intended to be used as the sole basis of any investment decision, nor should it be construed as advice designed to meet the investment needs of any particular investor outside of a formal professional engagement with the firm. Past performance is not necessarily indicative of future return.