David A. Massart is co-founder and President of Next Generation Wealth Management, Inc., an SEC registered investment advisory firm based in Milwaukee, Wisconsin. The firm is an independent, forward-thinking organization that is committed to providing objective wealth management solutions to high net worth individuals, families, trusts and retirement accounts.
Prior to co-founding Next Generation Wealth Management, Mr. Massart was a Manager at Wells Fargo Investments, LLC and a Managing Director of Strong Private Client. He led a team that was responsible for managing over 100 client relationships, averaging $2 million per household.
He has been a featured lecturer on various investment topics ranging from asset allocation modeling, portfolio construction to tax aware investment strategies over the past sixteen years. In addition, he has been quoted in numerous state and national print publications, including: BizTimes, The Business Journal, Investment News, Private Asset Management, and Watertown News.
David Massart attended the University of Minnesota and graduated with a B.S. Degree in Business Management. While attending the University Minnesota, he was awarded a varsity tennis scholarship and achieved the honor of being named a Bierman Scholar. His team won two Big-Ten Men’s Tennis Championships. Recognized by his peers, Mr. Massart was selected by his teammates as a co-captain during his senior season.
Mr. Massart currently serves on several advisory boards in southeastern Wisconsin. He co-founded Next Generation Philanthropy LLC in 2006.
David resides with his wife and two children in Elm Grove, Wisconsin.
Client Responsibilities – – strategic business leadership, investment committee member, strategic and tactical asset allocation, investment manager research and selection, client advisory services and compliance.