New Generation Wealth Management, LLC

Overview

New Generation Wealth Management, LLC is structured as a limited liability company owned by an individual and identifies as a capital allocator that sources outside managers for client solutions. Its advisory menu centers on financial planning, the selection of other advisers, and delivering educational seminars or workshops. The firm's fee approach is non-traditional, including hourly charges and other fee arrangements rather than a standard AUM-based retainer. Regulatory details are limited in the available record (SEC registration year not provided). The firm does not describe itself as an active ESG investor, does not operate as a multi-state adviser, and is not listed as a pension consultant or part of a related-adviser structure. Reported industry relationships include ties to other investment advisers, accounting firms, law firms, and insurance companies, which suggests a practice that leans on external specialists when executing client strategies.

Assets & Accounts

Investments & Alternatives