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Contact Us

We’ve learned a lot from our clients over the years, and it always begins with learning their story and what money means to them. If you’re ready for a simple but sophisticated and meaningful approach to connecting your money to your story, we’d love to hear from you. Use the form below to email us and schedule your complimentary introductory call or simply click here to learn more about our Getting Started Process.

Before you do though, we thought it would be helpful to explain a little more about the who we work with and some common questions they typically have for us (as they might be similar to yours). A good fit for us is someone that knows the importance of saving, they're typically within 10 years of retirement (or thereabouts) and have accumulated at least $250,000 in investable assets. They know enough to be dangerous but also know when it’s time to call in a professional because they value family time in their lives as opposed to managing personal finances and investments.

If that sounds like you, then we can't wait to talk!

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NextGen Wealth, LLC is a registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation discussed herein. NextGen Wealth LLC is registered as an investment adviser in the states of Missouri and Kansas, and is notice-filed in the State of Texas. As such, it may only transact business with residents of those states and residents of any other state where otherwise legally permitted subject to exemption or exclusion from registration requirements.

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