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Next Generation Wealth Management, Inc. Receives Milwaukee's 2010 FIVE STAR Wealth Manager Award

FIVE STAR Wealth Managers are selected as a result of a rigorous independant research process. Recipients represent the top 6% of wealth managers in the Milwaukee County area who are featured in the July, 2010 issue of the Milwaukee Magazine.

 
PRLog - Jul. 14, 2010 - In the July, 2010 issue of Milwaukee Magazine, Next Generation Wealth Management, Inc. was recognized as a 2010 FIVE STAR Wealth Manager. Milwaukee Magazine, partnered with Crescendo Business Services, and independent research firm, to identify the most satisfactory wealth managers in the Milwaukee area. Crescendo administered a survey, by mail and by phone, to one fifth of the high net worth households in Milwaukee, along with 2,000 service industry professionals.

Recipients of the survey were asked to identify wealth managers that they have a personal relationship with and to evaluate them based on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations, and overall satisfaction.

In addition, each manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies.

The managers were then reviewed by a blue-ribbon panel, comprised of knowledgeable professionals from the financial services industry, who commented on firm integrity and performance.

The resulting list of the 2010 FIVE STAR Wealth Managers is an elite group, representing less than 6% of the wealth managers in the Milwaukee area.

Next Generation Wealth Management’s co-founder, David Massart states that, “It is an honor to receive this recognition for the second year in a row. Our dedicated staff and loyal clients have made this possible. As members of a boutique firm with over four decades of servicing clients and putting their interests first, we are thankful for their recognition of our efforts. We are an independent firm focused on service and are dedicated to providing customized comprehensive investment solutions.”

Next Generation Wealth Management
10700 W. Research Drive, Suite 150
Milwaukee, WI 53226
(414) 457-4248
www.ngwealth.com
dmassart@ngwealth.com


*** Please note that individuals who are selected as FIVE STAR Wealth Managers do
not pay a fee to be included in the research of the final list of wealth managers. For more
information on the FIVE STAR Award and the research / selection methodology, please
go to fivestarprofessional.com/wmresearch.

# # #

Next Generation Wealth Management, Inc. is a privately owned, locally managed investment advisory firm that specializes in providing customized, comprehensive investment solutions to our clients.

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Contact Email:
***@ngwealth.com Email Verified
Source:Next Generation Wealth Management, Inc.
Phone:414-257-4248
Zip:53226
City/Town:Milwaukee - Wisconsin - United States
Industry:Finance
Tags:ria, wealth manager, investment management, investment advisor, milwaukee
Last Updated:Jul 21, 2010
Shortcut:prlog.org/10795824
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