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    Nextgen Wealth

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    Description

    • At NextGen Wealth, our passion is serving those individuals who do not think they have the assets or the need for a financial planner. We are a financial planning and investment management firm with an emphasis on serving the successful business professional, entrepreneur or small business owner. Through technology and innovation, we help our clients find their path to financial independence. Personalized Vision Statement Financial Automation Personal Financial Dashboard Account Aggregation Behavioral Investment Management While this type of planning used to be reserved for only the wealthiest investors, it is our passion to bring these services to the people who need it most. www.nextgen-wealth.com info@nextgen-wealth.com (816) 287-4780 NextGen Wealth, LLC is a registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation discussed herein.
    • location

      Headquarters:405 Sw Waterfall Ct , Lees Summit, Missouri, United States

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    • Nextgen Wealth phone

      Phone Number: +1 816-287-4780

    • Nextgen Wealth website

      Website: https://www.nextgen-wealth.com

    • Nextgen Wealth employees

      Employees:1

    • Nextgen Wealth revenue

      Revenue:$0 - 1M

    • Nextgen Wealth legal name

      Legal Name:Nextgen Wealth

    • Nextgen Wealth's Social Media

      Nextgen Wealth linkedin Nextgen Wealth facebook Nextgen Wealth twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Frequently Asked Questions regarding Nextgen Wealth

    • Where are Nextgen Wealth's Headquarters?

      Nextgen Wealth's Headquarters are in 405 Sw Waterfall Ct ,Lees Summit,Missouri,United States

    • What is Nextgen Wealth's phone number?

      Nextgen Wealth's phone number is +1 816-287-4780

    • What is Nextgen Wealth's official website?

      Nextgen Wealth's official website is https://www.nextgen-wealth.com

    • What is Nextgen Wealth's Revenue?

      Nextgen Wealth's revenue is $0 - 1M

    • What is Nextgen Wealth's NAICS code?

      Nextgen Wealth's NAICS code is 523930

    • How many employees are working in Nextgen Wealth

      Nextgen Wealth has 1 employees

    • What is Nextgen Wealth's Industry?

      Nextgen Wealth is in the industry of Financial Services

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