Next Generation Wealth Management, Inc. Information

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 very much welcome the opportunity to assist you. • NG Wealth is an independent, SEC registered, Milwaukee, Wisconsin-based wealth manager focused on helping families achieve their investment and lifestyle goals. • Founded in 2005 on the humble premise that wealth management advice should not be influenced to sell products. The NG Wealth team has developed a comprehensive platform that integrates expert investment knowledge, access to state-of-the-art technology, and unrivaled personal service and care to bring your family customized financial solutions: • Investment Management • Retirement Planning • Tax Planning • Insurance Consultation • Financial Decision-Making • Trust & Estate Planning We take the time to get to know your family – to understand its short-term needs and long-term goals – in order to grow, protect your wealth responsibly, and earn your trust. Notable Awards & Recognition • Consistently recognized by FA Magazine 'Top-500 RIAs Firms in the Nation' • Among 'Milwaukee’s Top Financial Advisor Firms' - smartasset • Recognized ‘Best for Risk Management Solution in Wisconsin’ - Wealth & Money Management • Named a 2020 investor.com 'Top Firm'