New thinking on financial planning requires both a distance from traditional investment firms and a desire to provide clients with the best services possible.

Our professionals at Nextgen Wealth Counselors LLC are focused on your financial health. Our location in Plainsboro, NJ is close enough to access the markets but not to be influenced by the latest trends being followed by larger investment companies.

Trusted Advisor

Our team is made up of highly skilled and vetted financial experts with schooling from some of the best economics schools in the world. As a matter of course, we meet and exceed legal and ethical guidelines for discretion and impartiality.

Independent Advice

We do not represent financial companies selling investment instruments. Instead, our focus is on your portfolio and goals. When you walk in our doors, we become your financial advocate.

 

Comprehensive Planning

No financial plan is complete unless all possibilities are considered. With markets being constantly in flux, it is vital to have plans in place for both bull and bear markets, and everything in between. For a well diversified portfolio, adjustments will need to be made on a regular basis to maintain a balance between all classes of assets.

Tax Efficient Approach

We focus on providing you the opportunity to maximize growth of your financial portfolio while minimizing your exposure to state, federal, and foreign government taxes.