Lee's Summit, Missouri
P: (816) 287-4780 | E:  info@nextgen-wealth.com

  • NEXTGEN WEALTH

    Our mission is to help our clients in their search of financial independence.

  • NEXTGEN WEALTH

    I truly believe that no other advisor is going to be more deeply committed to your success than I am.

  • NEXTGEN WEALTH

    Your plan will always dictate your investments.

  • NEXTGEN WEALTH

    Getting on a plan is the easy part, but staying on plan with the emotions of the market is the hard part. We’re here to help.

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Welcome to NextGen Wealth

After being in the industry a few years, it became quite apparent to me that if you didn’t have a $1,000,000 or $2,000,000 in investable assets, you weren’t going to get much help from the majority of financial planning firms out there – and if you did, most likely it was going to be the same generic advice they give to anyone no matter their situation. 

With that being the case, I wanted to create a practice that was centered on working with individuals who didn’t exactly fit that mold, but were certainly on their way and needed quality individualized planning advice – the truly overlooked and underappreciated.  So that’s exactly what I did in creating NextGen Wealth, where we specifically cater to successful business professionals, entrepreneurs, and small business owners.  

It’s been an exciting calling as I’ve been able to build a great financial planning practice in Kansas City working with individuals and families who are all going through similar situations and share many of the same needs, wants, and goals. We pride ourselves on transparency, education, being mindful of fees/costs and firmly believe in the Google motto "Don't be evil."

We strive to serve those individuals who do not
think they have the assets or the need for a financial planner.

  

 

Our Value to Clients

At NextGen Wealth, our passion is serving those individuals who do not think they have the assets or the need for a financial planner.  We are a financial planning and investment management firm with an emphasis on serving the successful business professional, entrepreneur or small business owner.  Through technology and innovation, we help our clients find their path to financial independence.   

  • Personalized Vision Statement
  • Financial Automation
  • Personal Financial Dashboard
  • Account Aggregation
  • Behavioral Investment Management

Our goal is to become the premier financial services firm for the Next Generation in the Kansas City area (and beyond) by providing a level of service that specifically caters to the lifestyle of busy professionals and entrepreneurs. To the successful leaders of today and the future, NextGen Wealth is synonymous with unmatched financial planning through technology and innovation.

While this type of planning used to be reserved for only the wealthiest investors,
it is our passion to bring these services to the people who need it most.

 

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