A complete list of active advisors currently associated with New Generation Wealth Management, LLC

Warmer can help you find a great advisor at New Generation Wealth Management, LLC or one who fits your needs even better.

New Generation Wealth Management, LLC provides fee-based financial planning and consulting primarily to individual clients and acts as a liaison to third-party investment managers rather than directly managing client assets. The firm offers comprehensive plan work that covers topics such as estate planning, taxes, qualified plans, retirement income, and college planning, and it also presents public seminars and workshops on investment topics. The firm generally charges for planning on an hourly basis and refers clients to a preferred third-party manager for portfolio management, monitoring that manager’s performance and delivering the manager’s disclosure documents to clients. New Generation does not accept discretionary trading authority or custody client assets; instead it coordinates paperwork, reviews TPM statements, and receives ongoing referral fees from the manager it places clients with. Distinctive features include the firm owner’s concurrent businesses in insurance and tax services and an affiliation with another investment adviser, which create multiple outside-business relationships that are disclosed and managed as potential conflicts. The firm’s reliance on a single sub-advisor for managed accounts, its educational seminar program, and its referral-based revenue model set it apart from peers that typically manage assets directly and charge percentage-of-assets fees.

To learn more about the advisors currently working at New Generation Wealth Management, LLC, 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.