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NEXT GENERATION
WEALTH MANAGEMENT

LET'S TAKE THIS DISCUSSION TO A MORE PERSONAL LEVEL,
SIT DOWN AND TALK.

CONTACT US

Managing your wealth is a very private subject, one we should discuss in a more private setting. Here are a few different ways to get in touch with us. We look forward to the beginning of what could be a personal and long-term relationship.

By phone

Please call David Massart, President, at (414) 257-4248

By email

Please submit this form to contact David via email.

eNewsletter

To receive our investment quarterly, The NG Wealth Perspective, please CLICK HERE

Media

To learn more about Next Generation Wealth Management or to interview a member of our team, please CLICK HERE

Investment Managers

To send information for our investment committee to review, please CLICK HERE