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

Our Philosophy

Our Philosophy

  1. Faith in the future – Based on the history of the markets, optimism is the only realism.

  2. Patience – “The stock market is a highly efficient mechanism for the transfer of wealth from the impatient to the patient.” – Warren Buffett

  3. Discipline – Keep doing the right things and history will take care of itself.

  4. Asset Allocation – The proper mix of stocks and bonds is by far the dominate element of a portfolio’s return.

  5. Diversification – “Never own enough of any one thing to make a killing in it and never own enough of one thing to be able to get killed by it.” – Nick Murray

  6. Rebalancing – This will virtually ensure we’re always buying low and selling high.


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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