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ngwealth.com

EVERY INVESTOR IS DIFFERENT. SO ARE WE. - Next Generation Wealth Management

Investing In You As you search for caretakers of your wealth, you need a team that devotes the time to understand your most closely held goals, values...

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CONTACTS AT NGWEALTH.COM

Next Generation Wealth Management Inc.

10700 W Re●●●●●●●●●● Suite 150

Mil●●●kee , WI, 53226

UNITED STATES

414●●●248
dm●●●●●●@ngwealth.com

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Next Generation Wealth Management Inc.

Next Generation Wealth Management Inc.

10700 W Re●●●●●●●●●● Suite 150

Mil●●●kee , WI, 53226

UNITED STATES

414●●●248
dm●●●●●●@ngwealth.com

View this contact

Next Generation Wealth Management Inc.

Next Generation Wealth Management Inc.

10700 W Re●●●●●●●●●● Suite 150

Mil●●●kee , WI, 53226

UNITED STATES

414●●●248
dm●●●●●●@ngwealth.com

View this contact

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EVERY INVESTOR IS DIFFERENT. SO ARE WE. - Next Generation Wealth Management | ngwealth.com Reviews

https://ngwealth.com

Investing In You As you search for caretakers of your wealth, you need a team that devotes the time to understand your most closely held goals, values...

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1

Asset Allocation - Next Generation Wealth Management

http://www.ngwealth.com/asset-allocation

Asset allocation is the process of selecting an array of asset classes that is suitable for an investor’s financial profile in terms of their investment preferences and tolerance for risk. This philosophy is based on the premise that the different asset classes have varying cycles of performance, and that by investing in multiple asset classes, the overall investment returns will be more stable and less susceptible to adverse movements in any one class. This reflects an investor’s comfort level with mark...

2

EVERY INVESTOR IS DIFFERENT. SO ARE WE. - Next Generation Wealth Management

http://www.ngwealth.com/every-investor-is-different

EVERY INVESTOR IS DIFFERENT. SO ARE WE. We don’t sell products. We don’t earn commissions. We invest in a personal relationship with you. Our firm fosters a culture that prioritizes your interests above everything else. Welcome to Next Generation Wealth Management, where we serve a limited number of clients by design to ensure you will have a strong personal relationship with our thoughtful and attentive team who understand exactly what you seek. Certified Financial Planner Board of Standards.

3

Our Team - Next Generation Wealth Management

http://www.ngwealth.com/our-team

Since inception, Next Generation Wealth clients are clients of the whole firm, not of any individual associate. Though clients work most directly with a team member, they'll receive personal attention from all of us, including direct access to our President and Founding Partner. More in this category:. Laquo; The NGW Advantage. Next Generation Philanthropy, LLC ». Jeffrey W. Kralovec. Frank C. Kunik III, CFA. David A. Massart. President and Founding Partner. Michael J. Weil, CIMA , CFP.

4

Investment Philosophy - Next Generation Wealth Management

http://www.ngwealth.com/investment-philosophy

Asset allocation is the process of selecting an array of asset classes that is suitable for an investor’s financial profile in terms of their investment preferences and tolerance for risk. This philosophy is based on the premise that the different asset classes have varying cycles of performance, and that by investing in multiple asset classes, the overall investment returns will be more stable and less susceptible to adverse movements in any one class. Q: Do you have a minimum account requirement? A: We...

5

Strategic Partners - Next Generation Wealth Management

http://www.ngwealth.com/strategic-partners

Next Generation Wealth Management custodies our client assets at Charles Schwab and Co., Inc. and TD Ameritrade institutional to take advantage of their financial strength, technology, and client service capabilities. Most important, this gives you a peace of mind your assets are secure with a reputable, non-affiliated organization, while allowing us to provide customized advice and personal service. More in this category:. Laquo; Relationship Management. To receive our investment quarterly, The NG Wealt...

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tandcbank.com tandcbank.com

Next Generation Wealth Management

http://www.tandcbank.com/invest

Online Banking and Bill Pay. Our People, Our Bank. Our select wealth management partner brings Wall Street. Investment strategies to Main Street helping people. Preserve their hard-earned money. It’s not about predicting. The future, it’s about preparing for it. NGW Team. OFFICES: Cedarburg Grafton Mequon Tomah Watertown 855.409.3279.

fbtomah.com fbtomah.com

Next Generation Wealth Management

http://www.fbtomah.com/invest

Online Banking and Bill Pay. Our People, Our Bank. Our select wealth management partner brings Wall Street. Investment strategies to Main Street helping people. Preserve their hard-earned money. It’s not about predicting. The future, it’s about preparing for it. NGW Team. OFFICES: Cedarburg Grafton Mequon Tomah Watertown 855.409.3279.

mypartnershipbank.com mypartnershipbank.com

Next Generation Wealth Management

http://www.mypartnershipbank.com/invest

Online Banking and Bill Pay. Our People, Our Bank. Our select wealth management partner brings Wall Street. Investment strategies to Main Street helping people. Preserve their hard-earned money. It’s not about predicting. The future, it’s about preparing for it. NGW Team. OFFICES: Cedarburg Grafton Mequon Tomah Watertown 855.409.3279.

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EVERY INVESTOR IS DIFFERENT. SO ARE WE. - Next Generation Wealth Management

EVERY INVESTOR IS DIFFERENT. SO ARE WE. We don’t sell products. We don’t earn commissions. We invest in a personal relationship with you. Our firm fosters a culture that prioritizes your interests above everything else. Welcome to Next Generation Wealth Management, where we serve a limited number of clients by design to ensure you will have a strong personal relationship with our thoughtful and attentive team who understand exactly what you seek. Certified Financial Planner Board of Standards.

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