-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:
Since inception, Next Generation Wealth clients are clients of the whole firm, not of any individual associate. Though clients work most directly with a team member, they'll receive personal attention from all of us, including direct access to our President & Founding Partner.
We have brought together a team with the expertise and experience that our clients need and can trust. We deliver enthusiastic, intelligent, and thoughtful advice resulting in a personal financial plan tailored to each client. We pride ourselves on a “can do/will do” attitude.
We call upon one another’s particular expertise to ensure you are getting the best advice that we can deliver. Whether you are building a career and family, starting a business, or planning for retirement, we work with you on a one-on-one basis to develop an understanding of your unique goals, and a plan for achieving them.