Why Us

Twenty years ago, founding partner, David A. Massart, reached an epiphany about his career, and concluded that working for large publicly-traded investment firms on Wall Street was too stifling, and limited the range of services he could offer clients. He envisioned tailoring his Wall Street experience to suit a Midwestern clientele, and building a boutique wealth management firm that focused on individual client needs, while providing first-class service assisted by the latest technology has to offer. Next Generation Wealth Management is the realization of his vision.

Founded in 2005 in Milwaukee, Wisconsin, Next Generation Wealth Management established itself on the humble premise that advice should not be influenced by commissions. The firm has been committed to the fiduciary standard, a sophisticated investment platform, and a transparent fee structure from the beginning—a novel idea that still exists today.