Nextgen Wealth, LLC
Nextgen Wealth, LLC (CRD# 172128) is a financial advisory firm headquartered in , . They manage $4,987,279 in 90 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts90ACCOUNTS
Average Account Value$55,414
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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.