NextGen Wealth
Finance · Missouri, United States · 1-10 Employees
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Overview
Headquarters
405 SW Waterfall Ct, Lees Summit, Missou...Phone Number
(816) 287-4780Website
www.nextgen-wealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
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About NextGen Wealth
NextGen Wealth, LLC is a financial planning firm based in Lee's Summit, MO, specializing in comprehensive retirement transition plans for individuals and small businesses. They offer a range of services including estate and tax planning, investment management, and financial organization, with a focus on helping clients prepare for the mental, social, and physical changes associated with retirement. The firm operates under a fiduciary standard, ensuring that they always act in their clients' best interests. NextGen Wealth serves clients not only in the Kansas City area but also across multiple states nationwide.Explore more
NextGen Wealth Org Chart
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Financial Service Advisor & Independent Insur...
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NextGen Wealth, LLC is a financial planning firm based in Lee's Summit, MO, specializing in comprehensive retirement transition plans for individuals and small businesses. They offer a range of services including estate and tax planning, investment management, and financial organization, with a focus on helping clients prepare for the mental, socia... Read More
