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

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

Next Wealth Advisers, LLC is a registered investment adviser that describes its clients as high‑net‑worth individuals, institutions, corporations, trusts and international clients, and offers wealth and portfolio management, financial planning, retirement plan consulting and periodic newsletters. The firm is newly established and currently reports no assets under management and no active registered advisors. The firm follows a goals‑based, non‑discretionary process in which it develops investment policy statements, performs suitability and risk analyses, and presents tailored portfolio proposals for client approval. Next Wealth Advisers incorporates a mix of fundamental, technical, macroeconomic, qualitative and third‑party research (including providers such as Morningstar and Right Capital) and coordinates planning work with outside tax, legal and trustee professionals. Noteworthy aspects of the brochure include explicit pension and ERISA consulting capabilities — including 3(21) and 3(38) plan advisory roles — alongside portfolio management for both individual and institutional clients and alternative fee arrangements such as hourly and fixed fees. The firm also discloses that it is not a private fund adviser; the combination of institutional pension services, individualized portfolio management, and non‑asset‑based fee options is uncommon for firms in this registration category, especially given the firm’s current lack of assets and active registered advisors.

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