Next Generation Wealth Planning, LLC

We help ordinary people to live extraordinary lives while they build, preserve, protect, and endow their wealth. I'd argue that few professions are as rewarding as what I do. What I love most is the potential to apply my knowledge and influence to make the world a better place; to dramatically impact the lives of those I serve in a positive way. --Yale Levey
NEXT GENERATION WEALTH PLANNING Our approach as wealth consultant, coach and investment advisor is to focus on who you are, what you own, and what you know --the human, financial, and intellectual components of planning that are typically overlooked. Learn more about us… Next Generation Calendar of Events »	VIDEO: get to know us People anticipate increased freedom with wealth. So why then do so many affluent families find that increased wealth often brings greater complexity? This is the opening question in our 3 minute film about Next Generation Wealth Planning. Listen to how we answer this question and learn what sets us apart as wealth advisors. Watch the video >>

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Direct: 973-228-6566 | Fax: 973-795-1264 | Email: yale@ngwp.org
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DISCLAIMER Securities offered through Royal Alliance Associates Inc. member FINRA/SIPC. Investment advisory and Insurance services offered through Next Generation Wealth Planning, LLC., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.

This communication is strictly intended for individuals residing in the states of Arizona, California, Connecticut, Florida, Georgia, Illinois, Indiana, Massachusetts, Maryland, Maine, North Carolina, New Hampshire, New Jersey, New Mexico, New York, Pennsylvania, Virginia, and South Carolina. No offers may be made or accepted from any resident outside the specific state(s) referenced.