TAKING CARE OF OUR CLIENTS, TAKING CARE OF EACH OTHER, TAKING CARE OF OUR COMMUNITY.
Like you, we are hopeful for the best, but are taking every precaution and measure as we weather this storm together. During this critical time in our history, please know that we are fully able to provide the same service, support and accessibility that you have come to expect from Next Generation Wealth Management, while doing our best to keep our colleagues and their families safe and healthy.
Our responsibility as our clients’ fiduciaries is to ensure that we effectively continue our role regardless of the circumstances. To that end, we have created a rotating office schedule where only a limited number of advisors work from the office, while the rest work remotely. In addition, we have activated our comprehensive Business Continuity Plan. Rest assured, processes and operations are in place and fully functional. So, while life has certainly been unpredictable and turbulent, our goal to provide exemplary service, consistent responsiveness and comfort to our clients and their families remains our top priority.
We have created this special webpage as a resource for our clients and friends. At this point in time, prompt and accurate information is the best way to remain healthy and strategically proactive in this ever-changing environment – we are here to provide that to you.
Please don’t hesitate to reach out to us with your questions or concerns. We are confident that, together, we will prevail!
