We base our approach on
the four C's...

Counseling, Competence,
Continuity & Convenience.

We can assist with
planning for all life stages…

We can assist with
planning for all
life stages…

Be they expected...

Be they expected...

... or Unexpected.

...or unexpected.

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Our Suite of Services

Portfolio Customization

  • Custom Portfolio Management
  • Adherence to target allocation
  • Regular rebalancing
  • Ongoing tax loss harvesting
  • Low-cost investments
  • Socially-responsible investing (ESG)
  • Top-rated independent research (NDR)
  • Concentrated stock options

Financial Planning

  • Cash flow management
  • Employee benefit review
  • Charitable gift planning
  • Insurance analysis
  • Social Security advisement
  • Education planning
  • Budget planning
  • Debt reduction planning

Retirement Solutions

  • Retirement income strategies
  • IRA rollovers
  • Roth IRA conversion
  • Defined contribution plan
  • Self-employed retirement plan
  • Defined benefit/pension plan
  • Deferred compensation

Estate Planning / Strategy

  • Titling of assets
  • Gifting strategies
  • Charitable planning
  • Coordination with Estate attorney
  • Medicaid planning

Tax Analysis, Location & Optimization

  • Analysis of current tax picture
  • Coordination with CPA
  • Capital gain generating assets in tax deferred accounts
  • Income generating assets in taxable accounts
  • Tax management
  • Annual capital gain analysis

Alternative Investment

  • Private Equity / Venture Capital / Hedge Fund

Ongoing Communication

  • Timely market updates
  • Investment commentary / white papers
  • In-person portfolio reviews
  • Check-in phone calls
  • Regular performance reports

Data Aggregation

  • NGW Connect setup
  • Electronic Reporting

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