Next Generation Wealth Management Our Notable Recognitions
Next Generation Wealth Management Our Notable Recognitions
Leaf

“…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."

Big Trees

100+ years combined experience:

14 years of Bear Markets
11 years of Recession

100+ years combined experience:

Big Trees - copy

Experienced where it COUNTS.

Experienced where it COUNTS.

Chemistry

“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.”

Chemistry

“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.”

Chemistry

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

-Jeff Robbins, CFP®

-Jeff Robbins, CFP®

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

Our Notable Recognitions

Notable Recognition:

Our Notable Recognitions:

Among the Top

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

What do you enjoy most about wealth management?

Helping individuals meet their financial goals.  I’ve been working in this industry a long time—it’s my passion. 

What’s the biggest challenge?

Managing through the chatter and noise to understand what is really driving the financial markets and how it will affect returns is always a challenge. The financial landscape is vast and everyone seems to have a theory about it. Learning to discern fact from fiction is essential to making sound decisions.

What do you love most about being part of Next Generation Wealth Management?

Being a local independent firm allows us to get to know the client on a first-name basis. It’s deeply satisfying to know my efforts are making a positive impact on the financial lives of our clients.

What qualities of yours makes you best suited to what you do?

I have a genuine passion for the markets and investing. I’m curious by nature, and thoroughly enjoy learning and discovering new opportunities available to grow wealth.

How should people think about their wealth?

Wealth should be part of an overall life plan that will enable you to achieve your goals. It will also provide security in uncertain times.

What would you be doing if you weren’t working for Next Generation Wealth Management?

I have an innate sense of adventure. I’d very much like to travel around the United States visiting the National Parks in a camper van with my wife and two dogs.

What personal accomplishments are you most proud of?

The family that my wife and I have built. I’m most proud of my two children and watching them grow to become responsible young adults.

What do you love to do outside of work?

Anything with the family but especially camping, mountain biking, golfing, and walking our dogs—I just love being outdoors! I also like to participate in local triathlons with friends and am planning on bikepacking soon.

Career highlights:
  • Successfully completing the program and earning my CFA®
  • Managing equity portfolios with the same team for over 20 years
  • Being accepted as part of the team here at Next Generation Wealth Management
Education & Accreditations:
  • B.S. Finance & Accounting from UW-La Crosse
  • Chartered Financial Analyst® (CFA®)

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