VALUES DRIVEN INVESTMENT STRATEGIES
ALIGNING VALUES WITH ENGAGED WEALTH STRATEGIES
Strong financial planning begins with understanding your values. By aligning your investments with what you care about, you create a strategy that supports both your goals and your peace of mind.
UNDERSTANDING INVESTMENT MANAGEMENT
SOUND INVESTMENTS, ETHICALLY APPROACHED
We can help you realize tax-sensitive financial gains and investment strategies which align to and enhance your values, goals and dreams.
ADVANCED & CUSTOMIZED STRATEGIES
We utilize high-end applications that can provide clients with sophisticated tools and personalized support to create comprehensive retirement plans tailored to their individual needs and goals. By combining personalized support with high-end applications, your retirement planning agency can help clients navigate the complexities of retirement planning, optimize their financial strategies, and ultimately achieve the retirement lifestyle they’ve always dreamed of.
INVESTMENT PHILOSOPHY
PERSONAL AND PERSONALIZED INVESTMENTS
Our investment approach is very personal and personalized. Whatever stage of your life or finances, we connect your personal goals, aspirations and dreams with your obligations and financial situations, creating meaningful, manageable and lasting financial planning and investment strategies which will lead you to true generational wealth and lasting advantage for you and your family.
WEALTH MANAGEMENT FEE SCHEDULE
Our annual Wealth Management fee is based on a tiered percentage of the assets we manage on your behalf. Fees are charged quarterly and automatically deducted from your managed account.
Gen Next Wealth is a virtual advisory firm serving retirees and pre-retirees nationwide. All fees are transparent, fully disclosed, and aligned with our fiduciary commitment to acting in your best interest.
Wealth Management Fee Schedule
Our annual Wealth Management fee is based on a tiered percentage of the assets we manage on your behalf. Fees are charged quarterly and automatically deducted from your managed account.
| Assets Under Management | Annual Fee |
|---|---|
| Under $3,000,000 | 1.00% |
| $3,000,000 – $4,999,999 | 0.75% |
| $5,000,000 – $14,999,999 | 0.50% |
| Above $15,000,000 | 0.25% |
Gen Next Wealth is a virtual advisory firm serving retirees and pre-retirees nationwide. All fees are transparent, fully disclosed, and aligned with our fiduciary commitment to acting in your best interest.
GEN NEXT WEALTH – WEALTH MANAGEMENT SERVICES
At Gen Next Wealth, wealth management isn’t just about growing money — it’s about giving you the
freedom to live the retirement you’ve worked for. We provide transparent, tax-smart investment
management paired with ongoing retirement planning so your financial life feels simple, confident, and
aligned with your purpose.
Our Wealth Management Philosophy
We believe in planning first, tax efficiency in every decision, long-term partnership, transparent fees,
and helping retirees and pre-retirees avoid costly mistakes. Your wealth should support your lifestyle,
not complicate it.
What You Receive With Wealth Management
• Ongoing Retirement Planning (annual reviews, midyear check-ins, life-change support)
• Professional Investment Management (personalized portfolio, tax-efficient design)
• Year-Round Tax Strategy (Roth conversions, RMD planning, distribution strategy)
• Legacy & Family Planning (beneficiary alignment, estate coordination, multigenerational planning)
Wealth Management Fee Schedule
Our Wealth Management fee is based on a tiered percentage of the assets we manage on your behalf.
Fees are charged quarterly and deducted directly from your managed account.
| Assets Under Management | Annual Fee |
|---|---|
| Under $3,000,000 | 1.00% |
| $3,000,000 – $4,999,999 | 0.75% |
| $5,000,000 – $14,999,999 | 0.50% |
| Above $15,000,000 | 0.25% |
How Wealth Management Begins
All clients begin with our Financial Planning Only engagement, which includes a 4-month planning
process, a $5,000 upfront payment, and $1,250 per month. Once your plan is complete, you can
continue with Wealth Management. If you transition during planning, remaining payments stop and
AUM billing begins.
Who We Serve
We work exclusively with retirees and pre-retirees in their 50s, and 60’s. We are a virtual advisory firm headquartered in Madera, CA, serving clients nationwide.
Ready to Simplify Your Financial Life?
Let’s build a wealth strategy that supports your purpose and gives you confidence in every stage of
retirement. Schedule your Wealth Strategy Call today.