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 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 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 be consultative and not 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.