Next Generation Wealth Management, Inc.
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 requi
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.
Address: 10700 Research Drive, Suite 150, Milwaukee, WI 53226, USA
Phone: +1 414 257 4248
FAX: +1 414 751 5180
