New Generation Wealth Management, LLC

Overview

New Generation Wealth Management, LLC is an individual-owned limited liability company that provides financial planning and related advisory services. The firm's stated activities emphasize financial planning, selection of other advisers on behalf of clients, and educational seminars or workshops. It operates as a capital allocator and reports offering fee arrangements that can include hourly charges and other, unspecified fee structures. The adviser is not registered as an active ESG investor, is not a multistate adviser, and is not identified as a pension consultant or related adviser. Industry affiliations listed in source records include ties to another investment adviser, an accounting firm, a law firm, and an insurance company, suggesting the firm coordinates with outside professionals when delivering planning and implementation services.

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