NextGen Wealth is a financial planning and investment management firm with an emphasis on serving the successful Generation X & Y business professional, entrepreneur or 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
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.