Next Generation Wealth Management Inc

Next Generation Wealth Management Inc. is an independent wealth management firm based in Milwaukee, Wisconsin. The company employs 5 to 9 people and generates an annual revenue of $2.5 million. Founded in 2005, NG Wealth is dedicated to providing customized financial solutions for families, prioritizing a client-centric approach that prioritizes understanding individual needs and goals. NG Wealth offers a comprehensive suite of services designed to help clients achieve their financial aspirations. These services include investment management, retirement planning, tax planning, insurance consultation, financial decision-making assistance, and trust and estate planning. The firm's philosophy centers on providing unbiased advice and tailoring strategies to each client's unique circumstances. What sets NG Wealth apart is its commitment to personalized service and transparency. The team combines expert investment knowledge with cutting-edge technology to deliver customized financial solutions. NG Wealth prides itself on building long-lasting relationships with clients based on trust and open communication. For inquiries or to learn more about how Next Generation Wealth Management Inc. can help you achieve your financial goals, visit their website at ngwealth.com.