“…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."

100+ years combined experience:

14 years of Bear Markets
11 years of Recession

100+ years combined experience:

Experienced where it COUNTS.

Experienced where it COUNTS.

“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.”

“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.”

“Clients appreciate the genuine level of care and attention to detail we show them.”

-Jeff Robbins, CFP®6

-Jeff Robbins, CFP®6

“Clients appreciate the genuine level of care and attention to detail we show them.”

Notable Recognition:

Our Notable Recognitions:

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

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