David A. Massart Email & Phone Number

Milwaukee, Wisconsin, United States

On January 1, 2022, Next Generation Wealth Management joined Beacon Pointe Advisors. Beacon Pointe Advisors is a registered investment advisory firm that takes a comprehensive approach to helping endowments and foundations, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments, and we partner with our clients to help them make the most informed decisions possible on… Show more On January 1, 2022, Next Generation Wealth Management joined Beacon Pointe Advisors. Beacon Pointe Advisors is a registered investment advisory firm that takes a comprehensive approach to helping endowments and foundations, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments, and we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth. Show less

Milwaukee, Wi

At NEXT GENERATION WEALTH MANAGEMENT, we hold in trust you and your family’s financial future as if it were our own. Our mission as trusted advisors is to walk with you in achieving your vision of financial success throughout life’s journey—both for the current generation, and the NEXT GENERATION, too.We understand that planning for a financial future faced with all the uncertainties that life can bring may feel like a daunting task, and so we take the time to address this, and join you… Show more At NEXT GENERATION WEALTH MANAGEMENT, we hold in trust you and your family’s financial future as if it were our own. Our mission as trusted advisors is to walk with you in achieving your vision of financial success throughout life’s journey—both for the current generation, and the NEXT GENERATION, too.We understand that planning for a financial future faced with all the uncertainties that life can bring may feel like a daunting task, and so we take the time to address this, and join you wherever you are in the process. Our talented team will provide you with guidance in a manner that is clear, concise and always with a personal touch. We very much welcome the opportunity to assist you.• NG Wealth is an independent, SEC registered, Milwaukee, Wisconsin-based wealth manager focused on helping families achieve their investment and lifestyle goals.• Founded in 2005 on the humble premise that wealth management advice should not be influenced to sell products.The NG Wealth team has developed a comprehensive platform that integrates expert investment knowledge, access to state-of-the-art technology, and unrivaled personal service and care to bring your family customized financial solutions:• Investment Management• Retirement Planning• Tax Planning• Insurance Consultation• Financial Decision-Making• Trust & Estate PlanningWe take the time to get to know your family – to understand its short-term needs and long-term goals – in order to grow, protect your wealth responsibly, and earn your trust.Notable Awards & Recognition• Among the Top-500 Largest RIA Firms in the United States - FA Magazine• Among Milwaukee’s Top Financial Advisor Firms - smartasset• Recognized ‘Best for Risk Management Solution in Wisconsin’ - Wealth & Money Management• Named a 2020 investor.com 'Top Firm' Show less

Strong Capital Management (SCM) was a $29 billion investment management firm founded by Richard Strong. SCM provided asset management for institutions and individuals via mutual funds / private accounts.Headquarters were in Milwaukee, Wisconsin.

Actively managed equity and fixed income investment strategies for business owners, high net worth individuals and non-profit organizations on a discretionary basis.