Download this Announcement in PDF MISSION
To advance the quality of life by supporting organizations and programs designed to:
- Promote the education and development of children, youths, and adults.
- Improve the health and well-being of children and families.
- Promote responsible environmental stewardship.
- Allow clients of Next Generation Wealth Management Inc., an independent Wisconsin-registered investment adviser, to direct a portion of their investment advisory fees to organizations which are consistent with our mission.
VISION
To be known to our clients as a philanthropic service organization with a vision for making a difference in peoples’ lives.
THE NEXT GENERATION STORY
David Braaten and David Massart, principals of Next Generation Wealth Management, Inc., an independent SEC-registered investment adviser, established Next Generation Philanthropy, LLC to be a philanthropic service organization focused on supporting organizations that embrace their mission. Through Next Generation Wealth Management, Inc., we are committed to providing Next Generation Philanthropy with a percentage of our investment advisory fee on an annual basis. The success of Next Generation Philanthropy is based upon the concept that all parties benefit. Next Generation Wealth Management, Inc. is an investment advisory firm based upon integrity, performance, and an understanding of each client. We have the same expectations of Next Generation Philanthropy, LLC.
We look forward to working together as your investment adviser and providing opportunities for additional financial resources to support your philanthropic initiatives. To learn more, please contact us at (414) 257-4248 or via e-mail at dbraaten@ngwealth.com.
David A. Braaten
Managing Member
David A. Massart
Managing Member