Next Generation Wealth Management, Inc
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- NG Wealth is an independent, SEC registered, Milwaukee, Wisconsin-based wealth manager focused on helping families achieve their investment and lifestyle goals. It was founded in 2005 on the humble premise that wealth management advice should not be influenced to sell products. The NG Wealth team has developed a comprehensive platform that integrates expert investment knowledge, access to state-of-the-art technology, and unrivaled personal service and care to bring your family customized financial solutions:Investment ManagementRetirement PlanningTax PlanningInsurance ConsultationFinancial Decision-MakingTrust & Estate PlanningWe take the time to get to know your family to understand its short-term needs and long-term goals in order to grow, protect your wealth responsibly, and earn your trust.Some of our notable awards include: Recognized as best for risk management solution in Wisconsin - Wealth & Money Management, 2015 Recognized as one of the top 500 largest RIA firms in the United States - FA Magazine, 2015 Recognized as the 24th Fastest-Growing RIA in the United States - FA Magazine, 2014 NABCAP Premier Wealth Advisor, 2011-2014
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Headquarters:10700 Research Park , Milwaukee, Wisconsin, United States
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Phone Number: +1 414-257-4248
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Website: https://www.ngwealth.com
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Employees:8
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Revenue:$1 - 10M
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Legal Name:Next Generation Wealth Management, Inc
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Next Generation Wealth Management, Inc's Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Next Generation Wealth Management, Inc
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Where are Next Generation Wealth Management, Inc's Headquarters?
Next Generation Wealth Management, Inc's Headquarters are in 10700 Research Park ,Milwaukee,Wisconsin,United States
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What is Next Generation Wealth Management, Inc's phone number?
Next Generation Wealth Management, Inc's phone number is +1 414-257-4248
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What is Next Generation Wealth Management, Inc's official website?
Next Generation Wealth Management, Inc's official website is https://www.ngwealth.com
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What is Next Generation Wealth Management, Inc's Revenue?
Next Generation Wealth Management, Inc's revenue is $1 - 10M
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What is Next Generation Wealth Management, Inc's NAICS code?
Next Generation Wealth Management, Inc's NAICS code is 523930
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How many employees are working in Next Generation Wealth Management, Inc
Next Generation Wealth Management, Inc has 8 employees
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What is Next Generation Wealth Management, Inc's Industry?
Next Generation Wealth Management, Inc is in the industry of Financial Services
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Who is Next Generation Wealth Management, Inc's President | Chief Information Officer?
Next Generation Wealth Management, Inc's President | Chief Information Officer is David Massart