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

  • Home
  • Preparing Your Own Estate Download
Preparing Your Own Estate
Please fill-out the form to download our NGW Perspective newsletter.

Next Generation Wealth Management | 10700 Research Drive #150, Milwaukee, WI 53226 | Tel: 414.257.4248
Copyright©2021 Next Generation Wealth Management | Disclaimer | Privacy Policy | Form ADV | Form CRSFAQ

social linkedin box blue 32 ria stands for you