NextGen Wealth Counselors LLC

EST. AUM
$104,721,507

CONTACTS

CLIENT ACCOUNTS
179

Firm Details

Metro area New York City
CRD Number 226706
Website nextgenwealthcounselors.com
Client types

Overview

NextGen Wealth Counselors LLC is an independent Registered Investment Adviser headquartered in Plainsboro, New Jersey. The firm provides discretionary portfolio management and comprehensive financial planning with a focus on tax-efficient investing, retirement planning, estate planning, cash flow analysis, and long-term wealth preservation. The firm emphasizes independent, conflict-free fiduciary advice tailored to each client's financial goals.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

NextGen Wealth Counselors LLC

Platform Details

Investment Preferences

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