Next Level Investor is a fee-based, independent investment management and personal financial planning firm. Offering customized strategies for high-net worth clients and investor support for pre-retirement clients, we hold ourselves to a world-class standard of care.

When designing solutions, we are creative: we have many resources and options available to help solve the unique problems clients may face. With 30 years of experience in the financial industry, we’ve developed effective strategies for navigating the twists, turns and unexpected dilemmas in clients’ financial journeys. We draw on our deep experience and education to craft solutions based exclusively on clients’ needs.  

Throughout the wealth management process our team focuses on empowering clients to become effective stewards of their wealth. We openly share our educational resources, enabling clients to develop the understanding necessary to become effective stewards of their wealth. Our mutual understanding allows us to serve clients in a deeper, more personal way, and it fosters transparency in everything we do. At Next Level, we pride ourselves in the quality of service we offer.