NewGen Wealth Creation
Wealth Management focused on traditional and digital asset strategies
Financial Planning is for Everyone. Yes, that means You.
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You don’t have to be wealthy or anywhere near retirement to start benefiting from wealth management. In fact, applying wealth strategies early in life can save you thousands in debt interest and taxes. We offer attractive fees and help you to take advantage of these strategies to boost your wealth foundation. Let's get started on your path to financial freedom. And don’t worry: We will be with you every step of the way!
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Create a saving plan - Grow your net worth - Make work optional
Our Core Values
At NewGen Wealth Creation LLC, we embody integrity, excellence, and innovation in all that we do. We provide personalized financial planning solutions tailored to the needs of travel-loving entrepreneurs who aspire a life they never want to retire from. Our focus on innovative approaches and transparent communication sets us apart from traditional investment firms.
Life First,
Money Second:
Your financial plan should support your lifestyle, not the other way around.
Precision Investing:
Our customized portfolios offer targeted stock selections for exceptional returns. Forget generic ETFs and mutual funds. We tailor your investments for maximum impact.
Time is Your Most Valuable Assets
Build a financial plan that gives you the freedom to do what you love. Invest in memories, not possessions.
Live Now, Plan for Optionality:
Don't wait for retirement to live your life. Create a financial plan that allows you to pursue your passions and seize opportunities.
Start Strong in Your 20s, 30s, and 40s:
Avoid Future Regrets.
Say it’s worth the money.
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The majority of Americans with a financial advisor think it's worth the cost. [1]
Feel confident their savings will last.
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After working with a professional, folks feel reassured their savings will last their lifetime. [2]
Overestimate the cost on an advisor.
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Financial advisors use a wide range of pricing models like fee-for-assets and hourly rates. [1]
clients get tax planning services included. At NewGen Wealth, it’s built in at no extra cost.
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The average industry fee charged for tax planning services on top of advisory services: $2,351 per year, per client. [3]
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We are dedicated to making your wealth planning journey a simple and enjoyable experience that helps alleviate the tension around your finances. Our planning process is an incredibly powerful, yet simple approach that gives you a holistic view of your situation and how you may be able to improve upon it.
Comprehensive
Wealth Planning
1%
Per Year. 1 % is charged on a monthly basis based on the market value of the assets being managed *
Core Financial Planning Services:
Financial Plan
Cash Flow Forecast
Tax Strategy Optimization
Portfolio Construction
Assets Management
Risk Management
External Portfolio Review
Ongoing Expert Guidance
Life Stage Planning:
Retirement Planning
Education Planning
Estate Planning
Life Event Planning
Additional Services:
Emergency Fund Runway
Family Coverage **
Free access to our Financial Planning & Budgeting Platform.
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*Minimum Investable Assets of $500,000 Required (including your old 401(k) and retirement accounts)
**We spend time educating your children on saving, investing and allocating their 401(k). Family coverage is active until your dependent reaches 26 years old.
Achieving $500,000 Milestone
Life/Wealth Coaching
208
$
Every month
The Path to Your First $500,000*
14 day free trial
Core Financial Planning Services:
Financial Plan
Cash Flow Forecast
Tax Strategy Optimization
Portfolio Construction
Assets Management
Risk Management
External Portfolio Review
Ongoing Expert Guidance
Life Stage Planning:
Life Event Planning
Additional Services:
Free access to our Financial Planning & Budgeting Platform.
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*Life/Wealth Coaching is available for clients with less than $500,000 in Investable Assets.
Comprehensive
Financial Plan
3,000
$
One-Time Fee
Core Financial Planning Services:
Financial Plan
In Depth Financial Analysis
Cash Flow Analysis
Tax Strategy Optimization
Risk Management
Life Stage Planning:
Retirement Planning
Education Planning
Estate Planning
Life Event Planning
Additional Services:
6 Month of free access to our Financial Planning & Budgeting Platform.
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One-time Financial Checkup
If you are not ready to commit to a relationship with a Financial Advisor and you are in the process of building wealth and need guidance, you can make an appointment for 1-1 meetings.
Sometimes, you just have a one-off situation that you need to resolve. This could be anything from creating a one-time financial plan to conducting a comprehensive review of your existing investments. Our services include guidance on digital assets and investing, selecting appropriate investment platforms, assessing portfolio risk, analyzing tax strategies, and exploring Roth conversion options, as well as reviewing your student debt loans.
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We recognize how essential it is to begin investing in yourself and your future. That's why we offer Life/Wealth Coaching: a fixed monthly fee, unlike traditional percentage-based asset management. Boost your asset growth by joining our program for a fraction of the cost. We believe in you, and when you succeed, we succeed.
Life/Wealth Coaching
This program is for young professionals and business owners with net worth of $500,000 or less. This would also be a great solution for someone who has experienced a financial setback and trying to figure out how to get back on track. Our services are for you if:
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You are a current/aspiring business owner
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Your income is greater than $150,000/year
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You have young children and/or are hoping to start a family in the near future
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You feel as though you are being reactive instead of proactive with your finances
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You have life transitions on the horizon - changing jobs, upgrading a home, growing your family, etc.
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You want a single point of contact for your financial life that can communicate with all other experts (CPAs, estate attorneys, life insurance agents, etc.)​​
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NewGen will make sure that your questions are answered with the right context while taking into account your long term goals. All questions are answered thoroughly and quickly. We spend our time really digging into increasing your knowledge and comfort with personal finance. Feel ready to improve your financial life?
Comprehensive Wealth Plan and Ongoing Support
What's your definition of "Rich"? It goes beyond just money at NewGen Wealth.
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At NewGen Wealth, we define "living richly" as having the financial freedom to pursue your passions, whether you're an ambitious professional seeking an earlier retirement or nearing retirement and ready to explore personal passions and family priorities. We partner with all individuals striving for intentional wealth management, from emerging professionals building their net worth to established entrepreneurs seeking a holistic financial approach.
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Our wealth strategy prioritizes protecting your capital, minimizing risk, and generating sustainable growth so you can achieve your long-term goals, whatever your definition of a rich life may be.
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Our clients are all unique, but they share a common thread: they are purpose-driven individuals and families who approach financial planning with a clear vision and an intentional wealth strategy – one that prioritizes sustainable growth that goes beyond just increasing investment values.
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Learn more about how we can help you achieve your definition of "living richly."
