-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:
Jeffrey W. Kralovec is a Senior Wealth Manager at Next Generation Wealth Management. He has more than 13 years of experience in the financial services industry with a passion for investment research, financial/retirement planning and relationship management. Mr. Kralovec is a member of the firm's Investment Committee.
Prior to joining Next Generation Wealth Management in 2006, Mr. Kralovec focused on internal processes necessary to serve high net worth clients. As an Operation Specialist in Private Client Services at Wells Fargo Investments, LLC, and the Strong Private Client Group at Strong Capital Management, Inc., Mr. Kralovec worked closely with senior management to improve operational procedures including client reporting, compliance monitoring, internal controls, and technology enhancements.
Jeffrey Kralovec attended Ripon College and received a Bachelor of Arts degree in Economics. While attending Ripon College, Jeffrey was an active member of the Varsity Basketball team as they won the Midwest Athletic Conference Championship.
Jeffrey competes in sanctioned bicycle events and in outdoor activities such as hiking, kayaking, and trail running. In addition, he and his father own a business focused on the outdoor recreational market.
Jeffrey resides with his wife in Milwaukee, WI.