“…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."

Wall Street
experienced

…but our
MIDWESTERN
roots grow deep

100+ years combined experience:

14 years of Bear Markets
11 years of Recession

100+ years combined experience:

Experienced where it COUNTS.

Experienced where it COUNTS.

We'll help you discern the FACTS.

In a confusing world of disinformation
and inflammatory headlines?

We'll help you discern
the FACTS.

In a confusing world of
disinformation and
inflammatory headlines?

In a confusing world
of disinformation and
inflammatory headlines?

We'll help you discern the FACTS.

...and show you the WAY.

...and show you the WAY.

Our Notable Recognitions:

Our Notable Recognitions:

Among the Top-500 Largest RIA Firms in the United States

Recognized as a Milwaukee Top Financial Advisor Firm

Voted Best for Risk Managements Solutions in Wisconsin

Among the Top-500 Largest RIA Firms in the United States

Recognized as a Milwaukee Top Financial Advisor Firm

Voted Best for Risk Managements Solutions in Wisconsin

Among the Top-500 Largest
RIA Firms in the United States

Recognized as a Milwaukee Top
Financial Advisor Firm

Voted Best for Risk
Managements Solutions
in Wisconsin

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Jeffrey T. Robbins, CFP®

JeffRobbins web 600x800Wealth Advisor

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 West Allis, Wisconsin.

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