After spending four decades on Wall Street, two Midwestern visionaries with roots in North Dakota and Wisconsin envisioned a wealth management firm that was different; to embrace Wall Street’s innovation and talent, incorporate traditional and non-traditional investment strategies, pioneer a fee only structure, and collectively work with clients. They wanted to bring Wall Street to Main Street.
We view wealth management differently. Market share is not a primary goal; rather providing superior client service, and investment performance is paramount. Our decades of investment experience and the strong, intergenerational relationships with our clients demonstrates our resolve to be here for you – and your family members – today, tomorrow, and into the next generation.
Since inception, Next Generation Wealth clients are clients of the whole firm, not of any individual associate. Though clients work most directly with a team member, they'll receive personal attention from all of us, including direct access to our President & Founding Partner.
At Next Generation Wealth Management, our philosophy of caring for clients and their families extends to our community. We have been, and continue to be, on the ground floor of an ever-expanding movement to re-define business success by adhering to expectations of social and environmental performance, accountability, and transparency. We have been committed to making positive social change by leveraging our expertise, collective networks, and enthusiasm to strengthen the communities in which we live and work by establishing Next Generation Philanthropy, LLC in 2006.


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