OUR FIRM
Financial planning from one generation to the next
Our Story
Kelsey Hunter and Zachary Snyder began their careers serving clients with a large Wall Street firm. As we gained experience in the industry, we quickly realized that e did not have all the tools needed to support our clients’ best interest. Working for a proprietary company, we had limited options to offer. While the passion to help clients never wore off, we knew they could better serve clients as independent advisors. Rather than being limited to one company’s products, we are now able to create partnerships that best serve your needs. Being independent means we are free to recommend those products and services that address our clients’ needs. There are no quotas or pressure to sell proprietary products. We can now focus on serving our community’s best interest by choosing investments based on the unique time horizon, financial objectives, risk preferences and tax considerations.
How We’re Different
Here at NextGen Wealth Services, we specialize in family generational planning. Built from a desire to deliver personalized, holistic wealth management to our clients, we serve as a resource for everyone, regardless of their financial situation. As independent advisors, we consider your comfort level with investing, goals, and your desires for both your current circumstances and generations to come.
Our role as fiduciaries ensures that your best interest is always top priority. Our team will be there every step of the way to adjust the financial strategy as personal, economic, and geopolitical events occur. Life is full of unknowns; we give you the peace of mind that we will be there to guide you through the ups and downs along the way.
HOW WE THINK, HOW WE WORK
OUR MISSION
It is our mission to provide transparent financial guidance through all of life’s stages. We value the trust you place in us and strive to uphold our commitment to family values, financial education, and ongoing service to create a plan that lasts.
Our mission is to help you fulfill your goals and purpose. Whether you wish to protect your assets against risk or build wealth, our team will craft a customized strategy to empower you to make informed financial decisions.
OUR VISION
We seek to leave a positive and lasting impact on the lives of everyone that we meet.
Identifying and living your best life is more than just money. Money isn’t everything but finances do play a crucial role in one’s well-being and the ability to live a fulfilling life.
It’s time well spent doing what you enjoy with the ones that matter most. It’s freely living your life with financial security. We strive to limit the stress that can come from worrying about financial matters. As a full-service wealth firm, we are your go to resource for all financial questions or concerns.
OUR PHILOSOPHY
Your investment strategy needs to be personalized for your situation and be dictated by your goals. Investments need to be diversified into different asset classes to reduce your exposure to market risk and seek out growth opportunities, while always maintaining your comfort level with investing.
We take a “bucket” approach to investing, creating different pools of funds to allocate towards your short and long term goals. Our process provides clients with a detailed roadmap that adjusts as life changes. We do not look to sell you specific products, we provide solutions to help you achieve your goals.