NEXTGEN WEALTH DEFENSE LLC

Overview

Nextgen Wealth Defense LLC is an independent, individual-owned RIA organized as an LLC that serves individuals and families. The firm combines fee-based advisory work — charging a percentage of assets under management — with insurance brokerage activity. Its advisory services emphasize financial planning and discretionary portfolio management for individual clients and small businesses. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices