NextGen Wealth
Meritage Portfolio Management
7500 College Blvd Ste 1212, Overland Park, KS 66210
Photos and Videos
- HoursCLOSED NOW
- Regular Hours:
Mon - Fri Sat Sun Closed - Phone:
Main - 816-287-4780
- Address:
- 405 SW Waterfall Ct Lees Summit, MO 64081
- Email:
- Link:
- Categories
- Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Advisory Service, Investment Securities, Investments, Stock & Bond Brokers
- Services / Products
- College Planning Estate Planning Financial Planning Insurance Planning Investment Management Retirement Planning Tax Planning
- Payment Options
- Neighborhoods
- Winterset Park, Winterset
General Info
At NextGen Wealth, our passion is serving as a trusted financial advisor for individuals looking for expert financial and retirement planning. Located in Lee’s Summit, MO, we are a financial planning and investment management firm whose founder is a Certified Financial Planner® (CFP®) and fiduciary. Through technology and innovation, we help our clients in the Kansas City metro and nationwide find their path to financial independence. We create custom financial plans catered to each client’s unique needs including retirement planning, college savings, budgeting, and more. We work with our clients through the investment and wealth management processes to ensure they receive the true value of a full-service financial advisor.