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Next Generation Wealth Management, Inc.

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Next Generation Wealth Management, Inc.

Mission statement:

Our mission is to create an investment advisory firm that will never lose sight of our clients' unique goals.

At Next Generation Wealth Management, we view a wealth manager as the union of comprehensive, customized, and strategic planning. Everything we do is the result of our clients' financial objectives, delivering wealth planning strategies that are tailored toward their goals without conflicts of interest.

We recognize that our associates are our most valuable asset and provide each of them with opportunities to learn inside and outside the investment world. Further, we are committed to the advancement of our profession through volunteer efforts to the communities where we live and serve.

Overview:

Next Generation Wealth Management is a firm without ownership ties to Wall Street, banks or third party investors and with a single focus on achieving your goals. We provide independent, forward-thinking investment advice. Our team is passionate about serving you and is supported by partners with expertise in tax, financial and investment planning.

History:

Our founding partners had a vision to create a privately held investment company which would allow them to think in terms of generations and to find the right balance between growing and protecting wealth. At Next Generation Wealth Management, the optimal financial services firm embraces Wall Street innovation, talent, and competitive spirit within an independent wealth management model that requires associates to act as a fiduciary to clients, always.

Unlike many wealth management firms, we are owned 100% by our associates, ensuring our independence and stability for generations to come. Our investment strategies are based on objective advice, rigorous research, and analysis that is designed to achieve our clients' goals.

Within the financial industry, we are well connected locally and globally and able to provide forward-thinking, innovative, and customized wealth planning strategies with superior risk management. Our comprehensive approach is supported by personalized service, state-of-the-art technology, and unlimited access to investment research.

Located at 10700 Research Drive in Milwaukee, Wisconsin, Next Generation Wealth Management, Inc. has been an independent firm since 2005.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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