-David Massart, President & Founding Partner
"...we don't represent any institution. We represent our clients."
100+ years combined experience:
Experienced where it COUNTS.
“We are known for providing world-class advice on a first-name basis.”
“Our custom solutions differentiate us from other firms.”
“Clients appreciate the genuine level of care and attention to detail we show them.”
Our Notable Recognitions:
Jeff has more than twenty years of experience in the financial services industry. At NG Wealth, Jeff’s primary responsibilities are financial planning, relationship management, and investment research. He has a passion for the challenge and continuous learning opportunities presented by our profession. Jeff is also a member of the firm’s Investment Committee.
Immediately prior to joining NG Wealth in 2018, Jeff worked for two related SEC-registered investment advisers based in the Midwest which advised a then newly launched hedge fund, as well as a legacy advisory and separately managed account business. Jeff managed operations for the hedge fund adviser, which reached nearly $90 million in assets, and also garnered experience in a wide variety of roles including research analyst, relationship management, trading, and supporting compliance functions. Prior to that, Jeff owned his own financial and investment advisory practice, located in Brookfield, Wisconsin, for nearly nine years. Before starting his own practice, Jeff’s early industry experience included working for a Milwaukee-based mutual fund service company, as well as an independent financial planning and investment firm in Colorado.
Jeff received a B.A. from Hillsdale College with a double major in Political Economy and Finance.
Jeff resides with his wife and son in Waukesha, Wisconsin.