NextGen Wealth

NextGen Wealth Employee Directory

Financial ServicesMissouri, United States0-1 Employees

Welcome to our LinkedIn page. We are happy you made it here and want to learn more about us and how we help people like you.

So, who are we? If we want to speak in industry jargon, then you might call us a financial planning and investment management firm. However, that sounds pretty boring and, I’m guessing, doesn’t do a whole lot for you to get to know us better.

So, let’s really find out the story behind NextGen Wealth? Let me first start with my own personal journey.

My Name Is Clint Haynes, Certified Financial Planner®, And Founder Of NextGen Wealth.

I have been in the industry since 2001 as a financial advisor and have worked for big Wall Street firms all the way to smaller regional firms. However, what I have learned is there isn’t much difference between any of them besides the name.

They all pretty much say the exact same thing but just have different people doing it. To be honest, if you looked behind the curtain, you wouldn’t know the difference between firm A, firm B and firm Z. It’s kind of sad in a way.

With that being the case, I wanted to create a firm that actually was different from everyone else. One that actually talked using normal vocabulary and truly put your interests first regardless of whether we managed your investments or not.

I wanted to provide you what you really needed; a solid financial plan that covered every aspect of your financial life and not just your investments. An actual plan of getting you to retirement and financial freedom – not a 200-page document that made zero sense.

NextGen Wealth, LLC is a registered Investment Advisor.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a professional before implementing any strategy or recommendation discussed herein.

Find NextGen Wealth employees' phone numbers or email addresses

NextGen Wealth Global Highlights

Location
Employees

North America
1

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  • United States Of America
    1

NextGen Wealth's Leadership

  • Stylized image of a person
    P. H.
    Certified Financial Planner
    Phone icon

Contact profiles from NextGen Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. H.
    Certified Financial Planner
    Phone icon
    Oct 18, 2024

Frequently Asked Questions

What is NextGen Wealth known for?

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NextGen Wealth was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 405 SW Waterfall Ct Lee's Summit, MO US; you can contact the main corporate office by phone at . Explore NextGen Wealth's company overview page for more information.

What is NextGen Wealth's most common email format?

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NextGen Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more NextGen Wealth email formats with LeadIQ.

How many employees does NextGen Wealth have currently?

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NextGen Wealth has approximately 1 employees as of April 2020. These team members are located across 1 continents, including North America.

Who are NextGen Wealth's key employees and leadership?

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As of April 2020, NextGen Wealth's key employees include:

  • Certified Financial Planner: P. H.

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