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NEXT GENERATION
WEALTH MANAGEMENT

Our Team

Since inception, Next Generation Wealth clients are clients of the whole firm, not of any individual associate. Though clients work most directly with a team member, they'll receive personal attention from all of us, including direct access to our President & Founding Partner.

We have brought together a team with the expertise and experience that our clients need and can trust. We deliver enthusiastic, intelligent, and thoughtful advice resulting in a personal financial plan tailored to each client. We pride ourselves on a “can do/will do” attitude.

We call upon one another’s particular expertise to ensure you are getting the best advice that we can deliver. Whether you are building a career and family, starting a business, or planning for retirement, we work with you on a one-on-one basis to develop an understanding of your unique goals, and a plan for achieving them.

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Jeffrey W. Kralovec

Senior Wealth Advisor

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Frank C. Kunik III, CFA

Vice President

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David A. Massart

President & Founding Partner

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Michael J. Weil, CIMA®, CFP®

Director of Wealth Management

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