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
*** 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/
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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.