New Generation Wealth Management, LLC

Overview

New Generation Wealth Management, LLC is a privately owned limited liability company that provides advisory services focused on financial planning, selection of other advisers, and educational workshops. The firm is organized under individual ownership and is classified in the source data as unclassified. It bills clients using hourly fees and unspecified other fee arrangements rather than a standard assets-under-management percentage. The adviser identifies itself as a capital allocator and maintains relationships with other professional service firms, including another investment adviser, accountants, law firms, and insurance companies. It does not report active ESG investing, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser in the source record.

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Investments & Alternatives

Location & Offices