“…we don't represent any institution. We represent our clients.”

– David Massart, President & Founding Partner

Experienced • Independent • Local • Innovative


Next Generation Wealth Management, Inc. was founded in 2005 with an unwavering fiduciary commitment to our clients. Its team-based model embraces objective thinking, uncompromising ethical standards, independent advice, and the integration of care in all that we do. A novel idea that still exists today.

NGW is registered with the Securities and Exchange Commission (SEC) working directly with Individuals, Families, Businesses, Trusts, Foundations, and Retirement Plans.