Kory advises high-net-worth retirees and pre-retirees who seek tax efficiency and protection of the wealth they have built over decades. His practice is centered on a clear objective: reduce portfolio risks and minimize lifetime taxes paid. Unlike traditional advisors who separate investment management from tax planning, Kory integrates both into a unified retirement strategy. He understands that for affluent retirees, true success is measured by net after tax income and portfolio resilience across market cycles. Investment decisions are aligned with proactive tax planning to help clients keep more of what they earn while managing volatility. Kory specializes in retirement income planning, tax efficient portfolio design, and long term wealth preservation. His insights have been featured by Star Tribune, NBC, ABC, CBS, and Fox. New Generation Wealth Management provides financial planning and advisory services primarily to individual clients. The firm utilizes a single third-party manager for portfolio management, focusing on due diligence and client support rather than direct asset management or discretionary trading.

Kody Holker is a financial advisor at New Generation Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has been involved in independent legal and insurance practices through Holker Law Offices, PLLC, and Asset Protection Services since 2002 and 2006, respectively. Additionally, he owns Ray Creek Development, LLC and Ray Creek, LLC, a real estate development business. New Generation Wealth Management serves individual clients with fee-based financial planning, consulting, and public educational seminars. The firm provides tailored financial plans and connects clients to third-party investment managers, focusing on non-discretionary advisory services without directly managing client assets.