Welcome to Next Generation Wealth Management where we hold in trust you and your family's financial future as if it were our own. Our mission as trusted advisors is to walk with you in achieving your vision of financial success throughout life's journey-both for the current generation, and the next generation, too.
We understand that planning for a financial future faced with all the uncertainties that life can bring may feel like a daunting task, and so we take the time to address this, and join you wherever you are in the process. Our talented team will provide you with guidance in a manner that is clear, concise and always with a personal touch.
We understand that planning for a financial future faced with all the uncertainties that life can bring may feel like a daunting task, and so we take the time to address this, and join you wherever you are in the process. Our talented team will provide you with guidance in a manner that is clear, concise and always with a personal touch.
Services
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.
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.
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.
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.
Comprehensive wealth management involves more than just investing your hard-earned savings. It requires considerable forethought when it comes to balancing a long-term successful plan to achieve your unique goals. We base our approach on the 'four C's': Counseling, Competence, Continuity and Convenience.
Providing clients with the highest-quality service is of paramount importance, and so we rely on the highest-quality partners to assist us with our investment strategies, as well as servicing our accounts.
Charles Schwab Institutional - A leading investment services firm with more total assets than any publicly traded investment services firm in the U.S., the #1 custodian for independent advisors, and a leader in asset management and retirement planning.TD Ameritrade Institutional - A leading provider of comprehensive brokerage and custody services, and delivers one of the highest levels of security available to clients.
Charles Schwab Institutional - A leading investment services firm with more total assets than any publicly traded investment services firm in the U.S., the #1 custodian for independent advisors, and a leader in asset management and retirement planning.TD Ameritrade Institutional - A leading provider of comprehensive brokerage and custody services, and delivers one of the highest levels of security available to clients.
Reviews
Be the first to review N G Wealth Management.
Write a Review
