Next Generation Wealth Management custodies our client assets at Charles Schwab & Co., Inc. and TD Ameritrade institutional to take advantage of their financial strength, technology, and client service capabilities. Most important, this gives you a peace of mind your assets are secure with a reputable, non-affiliated organization, while allowing us to provide customized advice and personal service.
Since inception, Next Generation Wealth has made a commitment to create a robust infrastructure to support all aspects of our business. We currently partner with several leading technology companies including: Goldmine, which provides customer relationship management software; Morningstar Office, which offers investment research and performance reporting, and NGW Connect, which delivers in-depth financial and retirement planning analysis.
To better offer comprehensive wealth management we decided early on to collaborate with non-affiliated, experienced, professionals who specialize in accounting, law, insurance, and estate planning. To best serve your needs, these established relationships - and many more - have been our partners since our inception.
Next Generation Wealth Management is an independent, employee-owned firm committed to best ethical practices, transparency, and customized wealth management.