“…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."

Wall Street
experienced

…but our
MIDWESTERN
roots grow deep

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'll help you discern the FACTS.

In a confusing world of disinformation
and inflammatory headlines?

We'll help you discern
the FACTS.

In a confusing world of
disinformation and
inflammatory headlines?

In a confusing world
of disinformation and
inflammatory headlines?

We'll help you discern the FACTS.

...and show you the WAY.

...and show you the WAY.

Our Notable Recognitions:

Our Notable Recognitions:

Among the Top-500 Largest RIA Firms in the United States

Recognized as a Milwaukee Top Financial Advisor Firm

Voted Best for Risk Managements Solutions in Wisconsin

Among the Top-500 Largest RIA Firms in the United States

Recognized as a Milwaukee Top Financial Advisor Firm

Voted Best for Risk Managements Solutions in Wisconsin

Among the Top-500 Largest
RIA Firms in the United States

Recognized as a Milwaukee Top
Financial Advisor Firm

Voted Best for Risk
Managements Solutions
in Wisconsin

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Why Us

Why us? Because we understand you may be feeling lost in this complex modern world of disinformation and inflammatory headlines leaving you unsure of what to believe, or what actions to take, if any. Know that we’re 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—not lost. We’re the compass you need. And we’ll help you navigate the right path.

Founded in 2005 in Milwaukee, Wisconsin, Next Generation Wealth Management established itself on the humble premise that advice should be consultative and not influenced by commissions. The firm has been committed to the fiduciary standard, a sophisticated investment platform, and a transparent fee structure from the beginning.

And through the years we have been been fortunate to attract highly-skilled, experienced professionals who share their passion and vision, and are driven by the same desire for flexible thinking. Today, Next Generation Wealth Management is nationally recognized as a trusted partner for those individuals who value a relationship in which an understanding of their family goals and human judgement are a top priority.

Experienced Where It Counts
Our team of expert advisors have acquired more than 100 years of combined experience including over 14 years navigating successfully through three Bear markets, and over 11 years through recessions.
Personal Relationship
The firm’s culture of service demonstrates our deep interest and concern for our clients. We understand the real connection is with our team, not the institution. Clients are treated like family at NGW.
Trusted Fiduciary
We take pride in our firm's fiduciary status where we always put our client's best interests first, and offer a transparent fee structure from the beginning - a novel idea that still exists today.
Affordable
We are a 100% employee-owned boutique firm providing resources of a large institution without the usual constraints. Being an independent firm allows us to keep costs low yet deliver institutional-quality solutions.
Secure
We take a 360º approach to ensuring our client data is secure by using technology and software that offers the latest in cybersecurity, and building extra security checks into our everyday workflow.
Locally Owned
Based in Milwaukee, Wisconsin, our team possesses a deep understanding of our Midwestern clientele, including the nuances of planning needs and cultural influences unique to the region.

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