Established in 2005
Established
2005
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 service 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 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.
As we look back on how far our firm has come since our founding—the continual growth, the amazing relationships we’ve forged, and getting established in a wonderful community (just to name a few)—we can’t help but feel excited about what the future holds in store. It has always been, and will continue to be, our privilege to serve our community, now, and far into the future!
Next Generation Wealth Management | 10700 Research Drive #150, Milwaukee, WI 53226 | Tel: 414.257.4248
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