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

Michael J. Weil, CIMA®, CFP®

michael weil bwSenior Vice President | Wealth Advisor

Michael J. Weil has more than twenty years of experience working closely with individuals and families, with an expertise in investment management, financial planning and risk management strategies.  Mike has achieved the Certified Investment Management Analyst and CERTIFIED FINANCIAL PLANNER designation.  He is a member of the firm’s Investment Committee.

Prior to joining Next Generation Wealth Management in 2013, Mr. Weil held executive and senior level positions with McCarthy Grittinger Weil Financial Group and Strong Capital Management where he was responsible for managing over $100 million in client assets.  With two decades of wealth management experience, he is exceptionally well qualified to lead the firm as Director of Wealth Management.

Mike has an undergraduate degree in Business Administration & Finance from the University of Wisconsin-Milwaukee where he graduated Magna Cum Laude.  He is an active member with the Association for the Rights of Citizens with handicaps [ARCh].

Mike resides with his wife and their two children in Hartland Wisconsin

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