NextGen Wealth

Home Organization
405 SW Waterfall Ct, Lee's Summit, MO, 64081
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Services

  • financial planning
  • retirement planning
  • investment planning
  • real estate investment
  • estate/tax planning

Amenities & friendlies

8 Years in business
Wheelchair Accesible
Languages
English

About

At NextGen Wealth, our passion is serving as a trusted financial advisor for individuals looking for expert financial and retirement planning. Located in Lee’s Summit, MO, we are a financial planning and investment management firm whose founder is a Certified Financial Planner® (CFP®) and fiduciary. Through technology and innovation, we help our clients in the Kansas City metro and nationwide find their path to financial independence. We create custom financial plans catered to each client’s unique needs including retirement planning, college savings, budgeting, and more. We work with our clients through the investment and wealth management processes to ensure they receive the true value of a full-service financial advisor.