Strategic Partners

The benefits of collaboration - of finding a strategic partner - can be extraordinary. Partnerships in wealth management promote common sense, a common purpose, and strong ethics. Think about how many of the world's most successful people have partners. In finance, Warren Buffett has been investing alongside his friend Charlie Munger for more than fifty years. One of the biggest retail chains in the United States, Home Depot, was started by a pair of savants, Bernie Marcus and Arthur Blank. The most successful person to come out of the computer revolution, Bill Gates, famously worked with partners at Microsoft, and now, in his new job, saving the world with his foundation, he has perhaps his best partner yet: his wife, Melinda.

Investment Partners

Next Generation Wealth Management custodies our client assets at Charles Schwab & Co., Inc. and TD Ameritrade institutional to take advantage of their financial strength, technology, and client service capabilities. Most important, this gives you a peace of mind your assets are secure with a reputable, non-affiliated organization, while allowing us to provide customized advice and personal service.
charles schwab logo    ameritrade logo 12-17-2014

Technology Partners

Since inception, Next Generation Wealth has made a commitment to create a robust infrastructure to support all aspects of our business. We currently partner with several leading technology companies including: Goldmine, which provides customer relationship management software; Morningstar Office, which offers investment research and performance reporting, and NGW Connect, which delivers in-depth financial and retirement planning analysis.
morningstar logo

Professional Partners

To better offer comprehensive wealth management we decided early on to collaborate with non-affiliated, experienced, professionals who specialize in accounting, law, insurance, and estate planning. To best serve your needs, these established relationships - and many more - have been our partners since our inception.

Next Generation Wealth Management is an independent, employee-owned firm committed to best ethical practices, transparency, and customized wealth management.

More in this category: « Relationship Management