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

What do you enjoy most about wealth management?

Combining a lifelong interest in the financial markets while helping people is very rewarding. I enjoy the relationships formed.

What’s the biggest challenge?

Working with clients through tough market cycles is challenging. Maintaining commitment to the investment process or strategy is the "right" course to take but sometimes difficult to stomach.

What do you love most about being part of Next Generation Wealth Management?

Working for an independent firm, with no direct conflicts of interest, is liberating. I enjoy working with a team of people that truly care about our clients and each other.

What qualities of yours makes you best suited to what you do?

I like connecting with people and relationship building. I’m patient and an active listener. I take an even-keeled approach to investing, controlling emotions at market peaks and bottoms.

How should people think about their wealth?

Craft a comprehensive plan for creating wealth, employ stewardship, and don’t obsess about money themes. It’s important to define "wealth" and what it personally means. Planning can achieve the desired objectives and outcomes.

What would you be doing if you weren’t working for Next Generation Wealth Management?

The NGW team is my "last stop" in what has been a successful, rewarding career in managing investment portfolios and delivering financial services to clients.

What personal accomplishments are you most proud of?
Earning a university degree and professional designations while working full-time provided career advancement opportunities I never take for granted. I feel fortunate to perform work I have a passion for. I am a classic example that showing up every day to the office combined with hard work creates opportunities for a successful career.
What do you love to do outside of work?
Spend time with my wife and 2 children, always looking forward to our annual vacation destination. I enjoy socializing with friends. Exercise is a regular routine. Enjoying a play or a live concert is a treat.
Career highlights:
  • Becoming Director of Wealth Management at Next Generation Wealth Management
  • Senior Relationship Manager at Strong Capital Management
Education & Accreditations:
  • B.S in Business – Finance from the University of Wisconsin-Milwaukee
  • Certified Investment Management Analyst (CIMA®) certification
  • CERTIFIED FINANCIAL PLANNERTM (CFP®) certification

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