Next Generation Wealth Process

Our Process...

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Our Process...

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Our Process...

Our Process

Investment Philosophy

We recognize that no single investment strategy will adequately address each client's unique needs. As a result, we employ an approach that merges client-specific goals with our core beliefs, such as global diversification and adherence to long-term thinking. Click here to read more.

Asset Allocation

Asset allocation is the process of selecting an array of asset classes that is suitable for an investor’s financial profile in terms of their investment preferences and tolerance for risk. This approach is based on the premise that the different asset classes have varying cycles of performance, and that by investing in multiple asset classes, the overall investment returns will be more stable and less susceptible to adverse movements in any one class. Click here to read more.


Q: What is a fee-only fiduciary advisor?
A: Fee-only fiduciary advisors like Next Generation Wealth Management are regulated by the SEC and adhere to the Fiduciary Standard of Care, which means we always act solely in the client’s best interest when offering personalized financial advice. Fee-only means clients’ fees are our only source of compensation. For example, we do not earn commissions based on where we invest your money. Click here to read more.

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