A complete list of active advisors currently associated with Next Play Wealth

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

Next Play Wealth is a state‑registered, single‑advisor investment advisory firm formed in August 2025 that provides fee‑based discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, corporations, and qualified retirement plans. As disclosed in the brochure, the firm reported no clients and no assets under management as of the document’s effective date. The firm describes a tactical allocation approach grounded in fundamental analysis and implements strategies primarily using exchange‑listed equities, corporate debt, mutual funds, ETFs, and interests in real estate partnerships. Financial planning is offered as ongoing, tiered services (a Foundation plan and a Pro‑Player strategy plan) with annual reassessments, and the firm also makes planning available on an hourly basis. A distinctive feature of the firm relative to most solo independent advisers is its explicit pension consulting practice and services to qualified plans, which include evaluations of fiduciary compliance, recordkeeping and third‑party administration, investment policy review, employee communication and education, and the selection, implementation and monitoring of plan investment options. The brochure also notes a cumulative account opening guideline of $500,000 (waivable at the firm’s discretion) and that the firm recommends a particular custodian for execution and custody, from which it may receive operational support.

To learn more about the advisors currently working at Next Play Wealth, 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.