NextGen Wealth Services

Built from a desire to deliver personalized, holistic wealth management to our clients, NextGen serves as a resource for everyone, regardless of their financial situation. As an independent financial services firm, we are able to create tailored strategies that are designed around our clients’ unique goals and comfort level with investing. Our role as fiduciaries gives our clients the peace of mind that their best interests are always our top priority. Through our association with Osaic Wealth Inc., we—and by extension, you—benefit from a vast range of resources and support: • Access to a broad range of investment options, including stocks and bonds, mutual funds, annuities, fee-based advisory programs, and insurance products enables us to address your unique needs • Operational support frees up our time from administrative tasks to better focus on you • Cybersecurity safeguards protect your accounts and information • Compliance professionals help ensure we are following firm and regulatory requirements • Innovative technology ensures timely and accurate execution of transactions While life is full of unknowns, our team will be there every step of the way to adjust our financial strategy as personal, economic, and geopolitical events occur. For more information on our financial practice and the areas of financial services that we assist our clients with, please reach out to one of our team members to discover the NextGen Difference! This communication is strictly intended for individuals residing in the state of Michigan. Securities and investment advisor services offered through Osaic Wealth Inc., member FINRA/SIPC (www.finra.org & www.sipc.org). Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here or independent of Osaic Wealth.