“…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."

Wall Street
experienced

…but our
MIDWESTERN
roots grow deep

100+ years combined experience:

14 years of Bear Markets
11 years of Recession

100+ years combined experience:

Experienced where it COUNTS.

Experienced where it COUNTS.

We'll help you discern the FACTS.

In a confusing world of disinformation
and inflammatory headlines?

We'll help you discern
the FACTS.

In a confusing world of
disinformation and
inflammatory headlines?

In a confusing world
of disinformation and
inflammatory headlines?

We'll help you discern the FACTS.

...and show you the WAY.

...and show you the WAY.

Our Notable Recognitions:

Our Notable Recognitions:

Among the Top-500 Largest RIA Firms in the United States

Recognized as a Milwaukee Top Financial Advisor Firm

Voted Best for Risk Managements Solutions in Wisconsin

Among the Top-500 Largest RIA Firms in the United States

Recognized as a Milwaukee Top Financial Advisor Firm

Voted Best for Risk Managements Solutions in Wisconsin

Among the Top-500 Largest
RIA Firms in the United States

Recognized as a Milwaukee Top
Financial Advisor Firm

Voted Best for Risk
Managements Solutions
in Wisconsin

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Our Team

Since inception, Next Generation Wealth clients are clients of the whole firm, not of any individual associate. Though clients work most directly with a team member, they'll receive personal attention from all of us, including direct access to our President & Founding Partner.

We have brought together a team with the expertise and experience that our clients need and can trust. We deliver enthusiastic, intelligent, and thoughtful advice resulting in a personal financial plan tailored to each client. We pride ourselves on a “can do/will do” attitude.

We call upon one another’s particular expertise to ensure you are getting the best advice that we can deliver. Whether you are building a career and family, starting a business, or planning for retirement, we work with you on a one-on-one basis to develop an understanding of your unique goals, and a plan for achieving them.

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