We make complex financial matters simple, filter out the noise, and provide a clear direction for your financial future.

NextGen Wealth Services is a full-service, independent financial firm committed to helping you achieve financial freedom. We value you, your family, and your goals. We believe decisions should be driven by research, evidence, and a proven track record – not by emotions or speculation. We address investment needs by designing our portfolios with a focus on maximizing diversification and tax efficiency, while considering the impact of fees.

• Our “bucket” approach to investing means that we position ourselves with different types of accounts to best adapt to whatever the future holds.
• Our fine-tuned process keeps you in the driver’s seat, allowing you to make informed decisions after we have discussed the pros, cons and how the decision impacts your situation.
• We specialize in serving a diverse range of clients who share a common goal: securing a financially stable future.
• Our communication, willingness, and ability to distill complex ideas behind portfolio design and implementation is unique in the industry.
• We want you to be aligned, not confused.

By allowing our team to handle your wealth management, you'll benefit from our expertise in creating tailored investment strategies to achieve long-term financial success and security. Our role is to simplify the complexities of wealth management, providing you with the confidence that your financial future is in qualified hands. We have the experience and knowledge to assess your unique financial situation, identify potential challenges, and devise strategies tailored to your needs. By partnering with us, you can alleviate the burden of managing your finances alone, allowing you to focus on enjoying your life with confidence.