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

Jeffrey T. Robbins, CFP®

JeffRobbins web 600x800Vice President | Wealth Manager

Jeffrey T. Robbins 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.

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