We're Celebrating Our 15th Year!

And we feel SO GRATEFUL to our loyal...

...make the difference.

And we feel
SO GRATEFUL
to our loyal...

Family and Friends

...make the difference.

Clients

Partners

Partners

Family and Friends

Clients

We wouldn't be here without

...make the difference.

We wouldn't
be here without

YOU.

YOU.

...make the difference.

THANK YOU!

THANK
YOU!

Slider

Celebrating 15 Years! The NGW Story…

Twenty years ago, founding partner, David A. Massart, reached an epiphany about his career, and concluded that working for large publicly-traded investment firms on Wall Street limited the range of service he could offer clients. He envisioned tailoring his Wall Street experience to suit a Midwestern clientele, and building a boutique wealth management firm that focused on individual client needs, while providing first-class service assisted by the latest technology has to offer. Next Generation Wealth Management is the realization of his vision.
“My Midwestern roots grow deep, and so I always knew I’d tailor my Wall Street experience to suit Main Street, and personalize it to fit the culture of the region.”

- David Massart, President & Founding Partner
Slider

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.

As we look back on how far our firm has come in 15 years—the continual growth, the amazing relationships we’ve forged, and getting established in a wonderful community (just to name a few)—we can’t help but feel excited about what the future holds in store. It has always been, and will continue to be, our privilege to serve our community, now, and far into the future!

A lot has happened in 15 years...

Next Generation Wealth Management Economic Timeline

Next Generation Wealth Management | 10700 Research Drive #150, Milwaukee, WI 53226 | Tel: 414.257.4248
Copyright©2020 Next Generation Wealth Management | Disclaimer | Privacy Policy | Form ADV | FAQ

social linkedin box blue 32 ria stands for you