“…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."

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 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.”

“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.”

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

-Jeff Robbins, CFP®6

-Jeff Robbins, CFP®6

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

Notable Recognition:

Our Notable Recognitions:

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

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Edward T. Maraccini, CFA®

Edward T. Maraccini web 600x800Senior Portfolio Manager

Edward T. Maraccini is a Senior Portfolio Manager at Next Generation Wealth Management using his extensive research and analytical background to help capitalize on global investment opportunities. He has over 20 years of experience managing equity portfolios and serves as a key member of the firm’s Investment Committee.

Prior to joining the firm, Ed developed his expertise as a portfolio manager with Manulife Asset Management, Optique Capital and Johnson Asset Management managing in excess of $1.7 billion dollars for institutional and individual clients. In addition, he was instrumental in managing domestic large and small cap equity portfolios and led the development of the team’s international small cap strategies.

Ed is a Chartered Financial Analyst® (CFA®) and member of the Milwaukee CFA® society. He earned a Bachelor of Science degree from the University of Wisconsin-La Crosse majoring in Finance and Accounting, and played collegiate tennis. In addition, Ed currently serves on the board of the Kenosha Museum Foundation and Finance Committee.

Ed resides in Racine with his wife and two children. He enjoys spending time with his family, being outdoors and participating in local triathlons.

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