We represent our clients...

not Wall Street.

We represent our clients…
not Wall Street.

Custom solutions...

because every client is different.

Custom solutions...
because every client is different.

Custom solutions...
because every client is different

Personal relationships...

with the same capabilities as large institutions.

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

Expertise...

our investment professionals average
20 years of experience.

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

Let's start a conversation...

in person or online.

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

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.

Not sure where to begin?

Click below to book an appointment.

Important Coronavirus Message from Next Generation Wealth:

During this critical time in our history, please know that we are fully able to provide the same service, support and accessibility that you have come to expect from Next Generation Wealth Management, while doing our best to keep our colleagues and their families safe and healthy. Click here for more Coronavirus information.

Article: Planning for Potential Tax Law Changes

With a new administration in place, it’s timely to focus on tax law changes that may be proposed, and also identify possible strategies to help inform tax planning. Click here to read the article.

Download the NGW Perspective

Read 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.