“…we don’t represent any institution.
We represent our clients.”

-David Massart, President & Founding Partner

"...we don't represent any institution. We represent our clients."

Wall Street
experienced

…but our
MIDWESTERN
roots grow deep

100+ years combined experience:

14 years of Bear Markets
11 years of Recession

100+ years combined experience:

Experienced where it COUNTS.

Experienced where it COUNTS.

We'll help you discern the FACTS.

In a confusing world of disinformation
and inflammatory headlines?

We'll help you discern
the FACTS.

In a confusing world of
disinformation and
inflammatory headlines?

In a confusing world
of disinformation and
inflammatory headlines?

We'll help you discern the FACTS.

...and show you the WAY.

...and show you the WAY.

Our Notable Recognitions:

Our Notable Recognitions:

Among the Top-500 Largest RIA Firms in the United States

Recognized as a Milwaukee Top Financial Advisor Firm

Voted Best for Risk Managements Solutions in Wisconsin

Among the Top-500 Largest RIA Firms in the United States

Recognized as a Milwaukee Top Financial Advisor Firm

Voted Best for Risk Managements Solutions in Wisconsin

Among the Top-500 Largest
RIA Firms in the United States

Recognized as a Milwaukee Top
Financial Advisor Firm

Voted Best for Risk
Managements Solutions
in Wisconsin

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