Next Generation Wealth Management Our Notable Recognitions
Next Generation Wealth Management Our Notable Recognitions
Leaf

“…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."

Big Trees

100+ years combined experience:

14 years of Bear Markets
11 years of Recession

100+ years combined experience:

Big Trees - copy

Experienced where it COUNTS.

Experienced where it COUNTS.

Chemistry

“We are known for providing world-class advice on a first-name basis.”

-Mike Weil, CIMA, CFP®

-Mike Weil, CIMA, CFP®

“We are known for providing world-class advice on a first-name basis.”

Chemistry

“Our custom solutions differentiate us from other firms.”

-Jeff Kralovec, Senior Vice President

-Jeff Kralovec, Senior Vice President

“Our custom solutions differentiate us from other firms.”

Chemistry

“Clients appreciate the genuine level of care and attention to detail we show them.”

-Jeff Robbins, CFP®

-Jeff Robbins, CFP®

“Clients appreciate the genuine level of care and attention to detail we show them.”

Our Notable Recognitions

Notable Recognition:

Our Notable Recognitions:

Among the Top

Nationally recognized in FA Magazine’s Annual RIA Rankings

Listed among the Top Firms in Wisconsin by investor.com

Ranked among the Top 10 Financial Advisors in Milwaukee

Nationally recognized in FA Magazine’s Annual RIA Rankings

Listed among the Top Firms in Wisconsin by investor.com

Ranked among the Top 10 Financial Advisors in Milwaukee

Nationally recognized in FA
Magazine’s Annual RIA Rankings

Listed among the Top Firms
in Wisconsin by investor.com

Ranked among the Top 10
Financial Advisors
in Milwaukee

David A. Massart

DAM 05 02 2012 bwPresident & Founding Partner

David A. Massart is a Founding Partner of Next Generation Wealth Management and President of the firm. He brings to the organization over twenty years of entrepreneurial experience in working with high net worth individuals and families.

He is responsible for establishing the firm's overall vision, strategic and tactical asset allocation decisions, investment manager evaluation, and client relationship management. He is the lead member of Next Generation Wealth Management's Investment Committee.

Mr. Massart has held leadership roles in nationally recognized financial institutions for over twenty years. Prior to co-founding Next Generation Wealth Management, he was a Manager at Wells Fargo Investments, LLC, and a Managing Director at Strong Private Client. He led a team at Strong Private Client that was responsible for managing over $275 million of client assets.

David's expertise is sought after for public speaking on a variety of wealth management topics including asset allocation, portfolio design, tax-aware investment strategies, and retirement planning. David serves as a trustee of U.S. Bank’s Managed Portfolio Series Trust and ETF Series Solutions Trust, which are SEC-registered open-end management investment companies. In 2006, David co-founded Next Generation Philanthropy, LLC, and is the founder of the Next Generation Entrepreneurs Group, a Milwaukee-based think-tank for entrepreneurial professionals.

David has an undergraduate degree in Business Management from the University of Minnesota. He achieved the honor of being a three-time Bierman Scholar and was awarded a four-year Varsity Tennis scholarship, winning two Big Ten Men's Tennis Team Championships while at the University of Minnesota. Recognized by his peers, Mr. Massart was selected by his teammates as a co-captain during his senior season.

David resides with his wife and two children in Elm Grove, Wisconsin.

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