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Next Generation Wealth Management becomes Beacon Pointe's first Wisconsin office

Published: March 1, 2022

Wauwatosa-based  Next Generation Wealth Management has been acquired by California-based Beacon Pointe Advisors, making it the first Wisconsin office for the registered investment advisory firm.

Source: biztimes.com

Related Topics:

United StatesEileen KarvalaJeffrey RobbinsMichael WeilDavid MassartShannon EuseyJeffrey KralovecWauwatosa Based Next Generation Wealth ManagementCalifornia Based Beacon Pointe AdvisorsBeacon PointeBeacon PointArby Partners