NEXT GENERATION WEALTH MANAGEMENT, INC.

Asset Manager

Founded in Hidden

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  1. Headcount: Hidden
  2. Assets Under Management: Hidden

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Next Generation Wealth Management, Inc.

About Next Generation Wealth Management, Inc. Next Generation Wealth Management is an independent investment adviser that specializes in asset allocation, investment manager evaluation and portfolio risk management. The firm is privately owned and locally ...

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The Business Journals Business directory
December 22, 2013
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Massart, Thomas two of Central's best athletes ever

Today, Massart is the Founding Partner and President of Next Generation Wealth Management, Inc., based in Milwaukee. His firm has achieved the Five Star Wealth Manager Award in 2009, 2010 and 2012 and the National Association of Board Certified Advisory ...

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Brookfield Now
May 14, 2013
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People On the Move

David Massart, a veteran investment executive and a principal of Next Generation Wealth Management Inc., Mequon, has been promoted to president of the firm. Derek Pleasants, relationship manager for M&I Institutional Trust Services, Milwaukee, has been ...

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The Business Journal
March 4, 2007
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Financial advisers support Fannie-Freddie bailout

"It was a good first step," said Bob Andres, chief market strategist for Portfolio Management Consultants Inc. of Chicago, which has $12 billion in assets under management and is the asset management arm of Envestnet Asset Management Inc. of Chicago.

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Investment News
September 14, 2008
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New faces, new places

Landaas & Co. hired Ruth May as an associate. Next Generation Wealth Management Inc. named Susan Dulde as manager of operations, private client group. Ridgestone Bank, Brookfield, hired Matthew Dolsky as assistant vice president, commercial lending.

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Milwaukee Journal Sentinel
August 16, 2013
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Jeffrey Kralovec

Client types are by firm, and represent a percentage of assets under management. For additional information on Jeffrey Kralovec’s client base, please contact the advisor. When financial advisors have events in their practice that could influence their ...

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USNews
April 2, 2012
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Next Generation Wealth Management to move to new offices

Next Generation Wealth Management Inc. will move from Mequon to a 1,750 square foot office in the Mayfair Woods office building, 10700 Research Dr., Wauwatosa, in the Milwaukee County Research Park, on Aug. 1. The move will make NGW’s offices more ...

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Biz Times
July 13, 2008
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New Faces, New Places

Marshall & Ilsley Corp. promoted Michele Nygro to retail line of business leader. Next Generation Wealth Management Inc. named Peter C. Jelacic director of financial planning. Northland Securities Inc., Wauwatosa, hired Jeffrey Lehrer as vice president ...

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Milwaukee Journal Sentinel
October 17, 2009
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