-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:
Why us? Because we understand you may be feeling overwhelmed or confused by the information overload experienced in this complex modern world leaving you unsure of what to believe or what actions to take, if any. Know that our caring team of expert advisors is here to help you discern the financial facts from fiction, and custom design a plan for you that leaves you feeling empowered and confident about your future.
Our Formula for Success: In addition to offering custom solutions and expert advice, we take the time to get to know you and your family, and provide first-class personalized service assisted with the latest technology. Our approach is consultative and not influenced by commissions. We are committed to the fiduciary standard and a transparent fee structure. Indeed, these attributes were built into the very DNA of Next Generation Wealth Management, Inc. at its founding in 2005, and have been vital to the success of the firm over the years.