The founders of Next Generation Wealth Management had a vision to create a privately held, investment advisory firm that was independent and allowed them to think in terms of generations to find the right balance between growing wealth and protecting it.
On January 2, 2005, Next Generation Wealth Management was founded by accomplished, well respected individuals with over 40 years of combined experience. The organization shared a strong philosophy that independence was critical to reaching sound investment decisions. In essence, they wanted to bring Wall Street investment strategies to Main Street investors.
Our wealth management approach provides clients with ideas from the institutional investment community to the individual investor. These investment strategies utilize a “best of breed” philosophy, forward-thinking portfolio design and a commitment to superior service.
Next Generation Wealth Management is an independent, SEC registered investment adviser with a culture that is client-centered, goal driven and focused on risk management. We have developed a team of experienced and talented professionals, providing access to unbiased research and thinking to every client.