Next Generation Wealth Management Our Notable Recognitions
Next Generation Wealth Management Our Notable Recognitions
Leaf

“…we don’t represent any institution.
We represent our clients.”

-David Massart, President & Founding Partner

"...we don't represent any institution. We represent our clients."

Big Trees

100+ years combined experience:

14 years of Bear Markets
11 years of Recession

100+ years combined experience:

Big Trees - copy

Experienced where it COUNTS.

Experienced where it COUNTS.

Chemistry

“We are known for providing world-class advice on a first-name basis.”

-Mike Weil, CIMA, CFP®

-Mike Weil, CIMA, CFP®

“We are known for providing world-class advice on a first-name basis.”

Chemistry

“Our custom solutions differentiate us from other firms.”

-Jeff Kralovec, Senior Vice President

-Jeff Kralovec, Senior Vice President

“Our custom solutions differentiate us from other firms.”

Chemistry

“Clients appreciate the genuine level of care and attention to detail we show them.”

-Jeff Robbins, CFP®6

-Jeff Robbins, CFP®6

“Clients appreciate the genuine level of care and attention to detail we show them.”

Our Notable Recognitions

Notable Recognition:

Our Notable Recognitions:

Among the Top

Nationally recognized in FA Magazine’s Annual RIA Rankings

Listed among the Top Firms in Wisconsin by investor.com

Ranked among the Top 10 Financial Advisors in Milwaukee

Nationally recognized in FA Magazine’s Annual RIA Rankings

Listed among the Top Firms in Wisconsin by investor.com

Ranked among the Top 10 Financial Advisors in Milwaukee

Nationally recognized in FA
Magazine’s Annual RIA Rankings

Listed among the Top Firms
in Wisconsin by investor.com

Ranked among the Top 10
Financial Advisors
in Milwaukee

Why Us

Why us? Because we understand you may be feeling overwhelmed or confused by the information overload experienced in this complex modern world leaving you unsure of what to believe or what actions to take, if any. Know that our caring team of expert advisors is here to help you discern the financial facts from fiction, and custom design a plan for you that leaves you feeling empowered and confident about your future.

Our Formula for Success: In addition to offering custom solutions and expert advice, we take the time to get to know you and your family, and provide first-class personalized service assisted with the latest technology. Our approach is consultative and not influenced by commissions. We are committed to the fiduciary standard and a transparent fee structure. Indeed, these attributes were built into the very DNA of Next Generation Wealth Management, Inc. at its founding in 2005, and have been vital to the success of the firm over the years.

Our Formula for Success

Custom Solutions

We are a 100% employee-owned boutique firm providing resources of a large institution. Being independent allows us to deliver customized solutions, and our fiduciary status means the best interest of the client ALWAYS comes first.

Expertise

Our team of expert advisors have acquired more than 100 years of combined experience in the industry including 14 years navigating successfully through 4 bear markets and over 12 years through recessions.

Personal Relationship

We believe your connection is with our team, not the institution. A personal relationship should not be automated.

Technology

We invest in state-of-the art technology for financial planning, investment research, performance reporting, and trading.  This enables us to focus our time on the financial markets, economic policy, and client servicing.

Security

We take a 360-degree approach to ensuring our client data are secure with leading technology companies providing the latest in cyberscurity and building extra security checks into our everyday workflow.     

Locally Owned

Established in 2005, our team understands our Midwestern clientele, including the nuances of planning needs and cultural influences unique to the region.

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