NextGen Wealth
Business hours
| Monday | 8:00am to 5:00pm |
| Tuesday | 8:00am to 5:00pm |
| Wednesday | 8:00am to 5:00pm |
| Thursday | 8:00am to 5:00pm |
| Friday | 8:00am to 5:00pm |
| Saturday | 9:00am to 12:00pm |
| Sunday | - |
About us
At NextGen Wealth, our passion is serving as a trusted financial advisor for individuals looking for expert financial and retirement planning. Located in Lee’s Summit, MO, we are a financial planning and investment management firm whose founder is a Certified Financial Planner® (CFP®) and fiduciary. Through technology and innovation, we help our clients in the Kansas City metro and nationwide find their path to financial independence. We create custom financial plans catered to each client’s unique needs including retirement planning, college savings, budgeting, and more. We work with our clients through the investment and wealth management processes to ensure they receive the true value of a full-service financial advisor.
| Payment options | Check, Invoice |
| Year established | 2014 |
| Languages | English |
| Tags | Financial Planning, Retirement Planning, Investment Management, Insurance Planning, Tax Planning, Estate Planning, College Planning |
| Services | Financial Planning, Retirement Planning, Investment Management, Insurance Planning, Tax Planning, Estate Planning, College Planning |
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600 SW Jefferson Street, Suite 208, Lee's Summit, Missouri, 64063
(816) 246-8450
506 F MO-291 Hwy, , Lee's Summit, Missouri, 64063
(888) 702-4826