We now offer a service option for...

We now offer a service option for...

Emerging investors

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We recognize that emerging investors need financial guidance as well, and so we’ve created a fully-integrated strategy to meet this need. Introducing NXT-GEN Portfolio. Designed to be a cost-efficient, entry-point opportunity for new investors to have their wealth managed under the personal guidance of our expert advisors.

NXT-GEN Portfolio Services

  • Free initial consultation
  • Basic financial plan
  • Quarterly newsletter
  • Automated investment management
  • Unlimited telephone calls (support)
  • Cost-efficient
  • Designed for <$100k investment
  • Mobile app to track your portfolio

Next Generation Wealth Management | 10700 Research Drive #150, Milwaukee, WI 53226 | Tel: 414.257.4248
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