Investment Center
First Bank is pleased to introduce one of our select wealth management partners, Next Generation Wealth Management, Inc* to our clients. Located in Milwaukee, NG Wealth has an experienced team of investment professionals to customize a strategy for all of your wealth management needs. To learn more, please speak directly with Cynthia Erdman for a complimentary and personal introduction.
Next Generation Wealth Management, Inc. is an independent, SEC registered investment adviser located in Milwaukee, Wisconsin. NG Wealth’s experienced team assists clients and their families in achieving their wealth management needs by providing objective solutions, superior service and an advice based fee structure through a single advisory relationship.
Next Generation Wealth Management provides investment management, financial planning, and wealth management services to a variety of investors, including: individuals, families, family businesses, trusts, foundations, and retirement plans.
NG Wealth has a comprehensive approach to analyze each client’s needs, called The Next Generation Wealth Plan. This unique process includes:
Dynamic asset allocation strategies
Customized investment solutions
Investment manager search and selection
Direct access to investment managers
Portfolio management, monitoring and ongoing review
Tax management strategies
Comprehensive Financial Planning
Risk assessment / management
Developing an Investment Policy Statement (IPS)
Consolidated performance reports
Limited account load
“It is not about predicting the future. It’s about preparing for it.”
David A. Massart, President
Next Generation Wealth Management, Inc.
*Investment services offered thru Next Generation Wealth Management, Inc. are not insured by the FDIC or by any federal government agency; are not a deposit or other obligation of, or endorsed or guaranteed by Partnership Community Bancshares Inc; and are subject to investment risks, including possible loss of principal amount invested. NG Wealth is an independent company not owned, operated or controlled by PCB; are not insured by the FDIC or by any federal government agency; are not a deposit or other obligation of, or endorsed or guaranteed by First Bank; and are subject to investment risks, including possible loss of principal amount invested. NG Wealth is an independent company not owned, operated or controlled by First Bank.