When you come to Gen Next Wealth, you are entering the process with your family in mind. You want to make sure that they are secure in their finances because you are secure within yours. Therefore, we treat you like family. Financial planning goes far beyond the dollar sign. This is the foundation that you use to build upon your future, and your future generations. Investment management is new territory for many people. It’s easy to assume that investment is only for the wealthy. This is not the case. Understanding investments is crucial in terms of maintaining financial health. We give you the tools you need to stay on top of things.
Our professional knowledge aligns your financial goals with your personal values. Our commitment to you extends to the long-term. We’re invested in your investments.
A regular cycle is implemented to maintain clients’ investments. Each case is different, and circumstantial changes can drastically affect your investments’ health and benefits to you. Therefore, qualitative discussions emphasizing effective communication are necessary to help you create the perfect balance for your financial wellbeing.
Investment Management Advisor fees (annual) range from .60% to 1.25%, varying with platform and investment structure. See Investment Fee schedule for details. Financial planning services are not included, however certain engagements may include targeted financial advice.
Let’s Make This Personal
At Gen Next Wealth, we’re here to get to know you in ways that are much different than other professionals that you may hire for other facets of life. There are fewer topics that are more personal than your finances. We understand that this may be a sensitive subject for our clients. Our approach emphasizes empathy and compassion to a level that makes it feel like you’re working with us.