Why Us

Why us? Because we understand you may be feeling lost in this complex modern world of disinformation and inflammatory headlines leaving you unsure of what to believe, or what actions to take, if any. Know that we’re 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—not lost. We’re the compass you need. And we’ll help you navigate the right path.

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.

And through the years we have been been fortunate to attract highly-skilled, experienced professionals who share their passion and vision, and are driven by the same desire for flexible thinking. Today, Next Generation Wealth Management is nationally recognized as a trusted partner for those individuals who value a relationship in which an understanding of their family goals and human judgement are a top priority.