NextGen Wealth

Services Offered

• Financial Planning
• Retirement Planning
• Investment Management
• College Savings
• Budgeting

About

NextGen Wealth is a financial planning and investment management firm located in Lee’s Summit, Missouri. The firm specializes in providing expert financial and retirement planning services tailored to the unique needs of each client. As a Certified Financial Planner® (CFP®) and fiduciary, NextGen Wealth focuses on helping clients achieve financial independence through customized financial plans. They serve individuals in the Kansas City metro area and nationwide, offering services such as retirement planning, college savings, and budgeting.

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