We represent

We represent our clients...

not Wall Street.

We represent our clients…
not Wall Street.

We represent our clients…
not Wall Street.

We represent

Ask us about adding

CRYPTOCURRENCY

to your portfolio.

Ask us about adding

to your portfolio.

CRYPTOCURRENCY

Ask us about adding

to your portfolio.

CRYPTOCURRENCY

Custom Solutions

Custom solutions...

because every client is different.

Custom solutions...
because every client is different.

Custom solutions...
because every client is different

Personal Relationships

Personal relationships...

with the same capabilities as large institutions.

Personal relationships...
with the same capabilities as large institutions.

Personal relationships...
with the same capabilities as large institutions.

Expertise

Expertise...

our investment professionals average
20 years of experience.

Expertise...
our investment professionals average 20 years of experience.

Expertise...
our investment professionals average 20 years of experience.

Conversation

Let's start a conversation...

in person or online.

Let's start a conversation...
in person or online.

Let's start a conversation...
in person or online.

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Welcome

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. Contact Us.

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Document Retention: Keep or Shred?

Despite the ongoing shift to an increasingly digital world of automatic electronic verification of everything from transactions to identity, the reality is that, today, there are still a number of documents that individuals must be able to provide to various companies, regulators, or government agencies. Failure to store the essential documents can have serious negative financial impact. Download our latest article that sheds some light on this important but often overlooked topic.


Do you have a personal document retention policy?

Click here to download our helpful checklist that identifies important documents to save and for how long.


Be Prepared. Is Your Estate In Order?

Click here to download our helpful checklist Preparing Your Own Estate that identifies the important documents and materials needed by your loved ones during times when you may be incapacitated or have passed.

Download the NGW Perspective

NGWEALTH Brand onlyRead what our expert advisors have to say about the current conditions of global financial markets, monetary policy, and other special topics that may impact investment returns. Click on our logo to download our latest report.

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Next Generation Wealth Management | 10700 Research Drive #150, Milwaukee, WI 53226 | Tel: 414.257.4248
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