The NGW Advantage

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.

  • We are employee owned, which ensures stability of our purpose and alignment of interests;
  • Our commitment is to your  goals, interests, and results;
  • We encourage straightforward and regular conversations;
  • We combine our disciplined investment process with transparency, liquidity, and simplicity;
  • We provide a complete offering of integrated wealth management and family office services, including coordination with outside professional advisors;
  • We examine the entire balance sheet, not just the investable assets, along with short and long-term needs, not just the rate of return;
  • Our team has depth across the investment process, from evaluating the vast landscape of fund managers to creating customized portfolios. Our expertise spans from traditional to non-traditional asset classes, and includes personalized investments if, for example, you are interested in socially responsible investing. Because we have a history of implementing non-traditional investment strategies, we have developed direct-access with investment managers across the country;
  • Our partners, Charles Schwab & Co., Inc. and TD Ameritrade Institutional, two of the largest custodians in the United States hold all client assets, provide 24-hour access, regular statements, and peace of mind that your accounts are secure; and
  • Most important, we invest in a personal relationship with you.

At Next Generation Wealth Management, we are distinctly qualified to deliver our expertise through a customized, high-touch, boutique client experience.

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