A complete list of active advisors currently associated with NextGen Wealth Defense LLC
Warmer can help you find a great advisor at NextGen Wealth Defense LLC or one who fits your needs even better.
NextGen Wealth Defense provides discretionary wealth management, investment management and financial planning to individuals, high‑net‑worth individuals, trusts and estates, and offers retirement account advice and referrals to unaffiliated independent managers. The firm typically expects a minimum relationship size of $250,000 (waivable at the advisor’s discretion) and acts as a fiduciary in client engagements. The firm’s investment approach is primarily long‑term and combines fundamental, technical and Modern Portfolio Theory analysis to construct and monitor portfolios, with the advisor implementing strategies through Independent Managers and periodic rebalancing. NextGen uses custodians such as Charles Schwab and Altruist, conducts ongoing due diligence on recommended managers, and may execute shorter‑term trades to address client needs or market conditions. A distinctive feature is that the founder is also a licensed insurance professional who spends a portion of time selling insurance products and may receive commission compensation; the ADV discloses this potential conflict and states clients are not obligated to purchase such products. Founded in November 2024, the firm manages roughly $5.9 million for a small number of predominantly high‑net‑worth clients and the disclosure brochure also notes an outstanding tax lien on the principal.
To learn more about the advisors currently working at NextGen Wealth Defense 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.
Name |
Location |
Years of experience |
|---|---|---|
Lorain, OH
| 10
|
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