Drawing on our vast experience in the wealth management industry, the founders of Next Generation Wealth Management had a vision of a privately held investment advisory firm which would allow them to think in terms of generations to find the right balance between growing wealth and protecting it.

The organization was created on the philosophy that independence is critical in making sound investment decisions. Simply put, Next Generation Wealth Management strives to bring Wall Street investment strategies to Main Street investors. To that goal, we have invested in the right people and the right technology to create an investment advisory firm that has achieved unprecedented success as a wealth manager in putting our clients' interests first to achieve their unique goals.

Unlike many wealth management firms, we are owned 100% by our associates, ensuring our independence and stability for generations to come. Our investment strategies are based on objective advice, rigorous research, and analysis that is designed to achieve our clients' goals.

Within the financial industry, we are well connected locally and globally and able to provide forward-thinking, innovative, and customized wealth planning strategies with superior risk management. Our comprehensive approach is supported by personalized service, state-of-the-art technology, and unlimited access to investment research.

Located at 10700 Research Drive in Milwaukee, Wisconsin, Next Generation Wealth Management, Inc. has been an independent firm since 2005.