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

What do you enjoy most about wealth management?

The opportunity to help clients protect and grow their wealth and not having to "sell our soul" to reach Wall Street profit targets.

What’s the biggest challenge?

As long-term, opportunistic investors, the single biggest challenge we face is maintaining discipline, confidence, and patience during extended bear or bull markets. And, any years like 2000 and 2008.

What do you love most about being part of Next Generation Wealth Management?

I love making a difference for the two communities we serve: our clients and our associates. Our independence and freedom for us to "do the right thing" every day is awesome.

What qualities of yours makes you best suited to what you do?

I am passionate, have a strong work ethic, an unwavering commitment to build a client centric culture, and integrity. People know that I care and trust me.

How should people think about their wealth?

It’s there for them to enjoy, to create opportunities, to be generous with, but not to be a burden.

What would you be doing if you weren’t working for Next Generation Wealth Management?

I’m one of the founding partners, so it is difficult to imagine not working at the firm.

What personal accomplishments are you most proud of?
I have been blessed to be married to my wife for more than two decades. I’m proud of the steps that have been achieved guiding our two children as they discover their purpose in life.
What do you love to do outside of work?
I spend a lot of time sitting at either a desk or around conference tables, so I just like to hang out with my family and friends, coach tennis, and travel to new places.
Career highlights:
  • Graduating #1 in my class with a major Wall Street investment firm
  • Director of Private Client Group at Strong Capital Management
  • Co-founding Next Generation Wealth Management, Inc.
  • Co-founding Next Generation Philanthropy, LLC
  • Founding Next Generation Entrepreneurs Group
Education & Accreditations:
  • B.S. in Business Management from the University of Minnesota

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