A complete list of active advisors currently associated with Gen Next Wealth, Inc.

Warmer can help you find a great advisor at Gen Next Wealth, Inc. or one who fits your needs even better.

Gen Next Wealth, Inc. is a fee-only advisory firm that works primarily with individual clients, providing financial planning, investment management and consulting. The firm offers ongoing asset management through third‑party managers as well as standalone planning engagements and public educational seminars and workshops. GNW delivers investment advice on a largely non‑discretionary basis, often recommending and monitoring third‑party managers and using Orion Portfolio Solutions for program administration while obtaining client approval for transactions. Its planning process is organized around a proprietary Retirement GPS framework and includes ongoing adviser access, periodic reviews, and coordination of tax, estate and retirement planning topics. What is distinctive about GNW compared with many solo independent advisers is that it reports no discretionary assets and approximately $19.4 million in non‑discretionary assets under management, and it supplements advisory services with paid seminars and packaged planning engagements that include ongoing adviser access and tax preparation. The firm also discloses that it may receive solicitor fees for TPM referrals and serves as the client’s liaison to those managers, with monitoring and disclosure used to address potential conflicts.

To learn more about the advisors currently working at Gen Next Wealth, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.