CONNECT

Address:

198 Route 9 North, Suite 205
Manalapan, NJ 07726

Phone:

(732) 409-7232

Managing Your Organizational Development

Holistic Wealth Consulting 

Qualifying  foundations and non-profit organizations will gain access to Next Generation Wealth Planning's  highly skilled Impact Consulting Team who can help you enhance your organization's ongoing development needs in several core areas of support.
 
Our Impact Consulting Team simultaneously focuses on both a sound investment plan AND a sound development plan.  
 
To begin utilizing our pro-bono services (a portion, or all of which may be provided to you free of charge) 
Click Here, answer a few short questions, and we can make an impact together.

 
For Private Family and Corporate Foundations
For 501c3 Charitable Organizations
At Next Generation Wealth Planning, the added value we provide for your Private Family Foundation, Corporate Foundation, 501c3 Nonprofit organization, or Donor Advised Fund is vastly different than what you may be accustomed to receiving from a traditional wealth management firm.
 
We understand that in terms of driving a rate of return, Nonprofit organizations are unique.
 
Where individual investors, families and business owners look to drive a rate of return through a sound investment plan, Nonprofit organizations can drive a rate of return two ways;
 
A sound investment plan AND a sound development plan 
 
Does your current investment advisor understand this and if so, are they providing you with this added value?
 
What sets us apart from other advisors is that we can support you in both of these areas and thus, we can drive a rate of return through both doors rather than just through one door.
 
Our Impact Consulting Team simultaneously focuses on both a sound investment plan AND a sound development plan.  
 
Want to learn more? Click Here, answer a few short questions,  and we can make an impact together.
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck