Managing Your Money

When it comes to managing your money, we take our responsibility very seriously. That's why at Next Generation Wealth Planning, we've assembled a team of individuals and companies that work collaboratively with us to help ensure you have the support you need, and the tools in place to maintain confidence your planning.

Next Generation Wealth Planning's Investment and Income Solutions provide our Private Foundation clients and public 501c3 charitiy clients with direct access to some of the world's leading investment managers, many of whom were once only available exclusively to large institutional investors.

These solutions are ideal for clients seeking a long-term, customized, goals-driven approach to investment planning.