NewGen Wealth Creation 
Traditional & Digital Asset Wealth Management.

At NewGen Wealth Creation, we redefine financial planning for the travel-loving entrepreneur. We understand you want your wealth to fuel an adventurous life, not limit it. As a fully remote firm serving clients across the entire United States, we offer modern, accessible financial guidance that fits your dynamic lifestyle. Unlike traditional advisors who might passively manage your assets, we take an aggressive and proactive approach to your financial success. We're not here to sit back; we're here to ensure that every single year, you maximize your benefits, optimize your savings, and drive exceptional returns. This means precision portfolio construction using individual stocks, moving beyond generic ETFs and mutual funds. Our approach is active and adaptive, constantly adjusting to market conditions and incorporating cutting-edge digital asset strategies to seize every opportunity. We prioritize tax efficiency and help ambitious clients in their 20s, 30s, and 40s build a robust financial foundation to "Live Now, Plan for Optionality." Choose NewGen Wealth Creation if you're ready for a financial partner who truly understands your vision, empowers your freedom, and delivers sophisticated, aggressive wealth strategies designed to maximize your wealth journey.

We believe you shouldn't have to wait for retirement to live your best life. Our approach helps you create a financial plan that allows you to pursue your passions and seize opportunities today, while simultaneously building a secure and flexible future. We proactively plan for your future choices and possibilities, not just a distant retirement date.

We specialize in empowering ambitious travel-loving entrepreneurs & professionals who are typically in their 20s, 30s, and 40s. If you're a high-income earner looking to start strong on your investment journey, build substantial wealth, and avoid future financial regrets, our tailored strategies are designed specifically for you. We help you establish a solid financial foundation for a lifetime of independence.

We believe in true personalization. We build a customized, tailored selection of individual stocks for each client. Every position in your portfolio has a specific purpose aligned with your goals and financial situation.

Our approach is dynamic. We strategically take advantage of market dips and industry shifts. We trade and adjust our models as many times as necessary to optimize your portfolio. For example, we adjusted our models two times in 2023 and five times in 2024 to ensure optimal performance.

Unlike many traditional financial planners and managers, we don't propose portfolios simply made up of ETFs and mutual funds. We've seen how these can limit performance and increase your tax burden. Our approach focuses on individual stock selection and tax-efficient strategies to maximize your returns.

Our primary goal is to help you build and keep more of your wealth. By focusing on tax-efficient portfolio construction and avoiding generic funds, we aim for exceptional returns and maximize your after-tax wealth, helping you achieve the life you envision.

At NewGen Wealth Creation, we believe in strategic diversification that's tailored to your unique financial situation and risk tolerance. Even with our focus on individual stock selection, our expertise allows us to position your portfolio to capture more upside in bull markets and experience less downside during downturns. This isn't about being passive; it's about active, intelligent risk management. We ensure your portfolio is strategically positioned to perform effectively, regardless of market conditions.

While we don't engage in day trading or options trading, we are far from passive. We consider ourselves active investment managers who constantly adjust to the evolving economic environment.