Next Level Private serves successful individuals like you who want to achieve financial independence and build fulfilling lives for yourself and your family. As an independent fiduciary, we act solely in your best interests. Our goal is to put you in a better financial position every day. We do it by providing goals-based planning, hands-on guidance, and access to personalized strategies for building success.
| Website | https://nxtprivate.com |
| Employees | 21 (17 on RocketReach) |
| Founded | 2021 |
| Address | 500 Mamaroneck Ave Suite 501, Harrison, New York 10577, US |
| Phone | +1 914-431-5255 |
| Industry | Financial Services |
| Keywords | Fiduciary Services, Wealth Management, High Net Worth Individuals, Financial Planning, Private Wealth, Investment Advisory, Financial Independence, Portfolio Management, Investment Strategies, Estate Planning, Wealth Preservation, Financial Consulting, Financial Security, Retirement Planning, Tax Planning, Family Office Services, Long-Term Financial Planning, Legacy Planning, Succession Planning, Charitable Giving |
| Competitors | J.P. Morgan, Bank of America, Goldman Sachs, Fidelity Investments, Morgan Stanley, Citi India, Vanguard, Schwab Advisor Services, Northern Trust Corporation, BlackRock +36 more (view full list) |
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Next Level Private Questions
Barry Mitchell is the Founder and Managing Director of Next Level Private.
17 people are employed at Next Level Private.
Next Level Private is based in Harrison, New York.
Top Next Level Private Employees
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Barry Mitchell
Founder and Managing Director at Next Level Private
New York, NY, US25+ -
25
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Philip Johanson
Chief Investment Officer at Next Level Private
New York, NY, US35+ -
25+
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Matt Giller
Client Advocate at Next Level Private
Harrison, NY, US43 -
Russell Baker
Client Advocate at Next Level Private
New York, NY, US5+5+ -
Maggie Smith
Director of Client Experience at Next Level Private
New York, NY, US14 -
Gary Raniolo
Senior Financial Advocate at Next Level Private
New York, NY, US5+3 -
Stephanie Scarlata
Financial Advocate at Next Level Private
New York, NY, US45 -
Steve Bohmert
Financial Advocate at Next Level Private
Ramsey, NJ, US42
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