Welcome to NextGen Wealth Services
We are an independent, full service financial firm dedicated to helping you grow, protect, and eventually distribute your wealth. As an independent fiduciary firm, we are not tied to a single company, so our loyalty belongs exclusively to you. Here at NextGen Wealth Services, we don’t set arbitrary account minimums that could prevent those who are seeking our advice from receiving it. After identifying your goals and concerns, together we implement a strategy customized to you.
Our Team
Life is full of unknowns; we give our clients the peace of mind that we will be there to guide them through the ups and downs along the way.
Planning for all stages of life
Getting Started:
When it comes to investing, the hardest part is getting started. Most clients find themselves stuck between spending, saving, or paying down debt. They are left wondering, “what should I be doing with my money?” We provide education to empower you with the resources needed to make difficult financial decisions.
Mid-Career:
As we get older, it seems that finances only get more confusing. Am I saving enough? Is my family protected if something happens to me? What do I do with my retirement accounts when I switch jobs? Those in the middle of their working careers often want a second opinion on their financial situation to make sure they are doing everything they should be.
Soon to be Retired:
The clock is ticking, I don’t have time on my side anymore to make sure I have enough saved for retirement. How do I maximize the rest of my working career to best position myself for retirement? Let’s create a plan now, so you aren’t stressing about finances when you decide to call it quits at work.
Retired:
These are the days that you worked all your life for. Let’s make sure you can enjoy retirement without worrying about your finances. Now is often the time when people wish to leave a legacy to their loved ones or charities. Let’s create a wealth transfer strategy to pass along your assets in the most efficient way possible.
HOW WE WORK WITH YOU
GETTING TO KNOW YOU:
You are different than your peers and your situation deserves specialized attention. By truly understanding what matters most to you, we can customize financial strategies that best fit your needs.
EVALUATING WHERE YOU ARE AND WHERE YOU WANT TO GO:
Whether you’re a brand new or a seasoned investor, we want to evaluate your current financial situation to ensure that it is in line with your values.
CUSTOMIZE YOUR PLAN:
Together we will create a personalized road map that adapts to fit your comfort level and investment style to accomplish your goals.
YOUR PARTNER ALONG THE WAY:
Our team will be there every step of the way to monitor and adjust our plan as needed. We hold regular review meetings to ensure that our plan is adjusting as life changes.
Are you ready to take your first steps with us?
We cannot predict what will come next.
We can prepare you for it.