NextGen Wealth Counselors Limited Liability Company

NextGen Wealth Counselors LLC provides discretionary portfolio management, financial planning, selection of third‑party advisers, and ongoing pension consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and business entities. The firm manages roughly $105 million for about 35 clients and documents each client’s goals and limits in an Investment Policy Statement.

The adviser combines charting, fundamental, technical, quantitative analysis and modern portfolio theory and employs both long‑ and short‑term strategies, including short sales, and may allocate to private equity and other alternative instruments. It generally manages accounts on a discretionary basis, refers clients to vetted third‑party managers when appropriate, and requires custody at Schwab Institutional as part of its trade execution and research access.

Distinctive features include an explicit pension/401(k) consulting practice—an offering less common among independent advisers—and a relatively small client roster with a $500,000 account minimum (waivable). The firm also does not aggregate trades across clients and charges its advisory fee in addition to any third‑party manager fees, creating operational and fee arrangements that differ from many peers.