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NextGen Wealth
NextGen Wealth is a fee-based financial planning firm and Investment Advisor that serves individuals close to or recently retired. The firm provides...
NextGen Wealth
NextGen Wealth is a fee-based financial planning firm and Investment Advisor that serves individuals close to or recently retired. The firm provides comprehensive retirement transition planning covering finances as well as mental, social, and physical changes, and works with clients in Lee’s Summit, Kansas City, and nationwide. Through its COLLAB Financial Planning Process it develops solutions across clients’ financial lives so they can enter retirement with confidence.
General information
Firm type
Asset Manager
Location
City
Lee's Summit
Principals
Clint Haynes
CFP® — Founder and President
Brandon Lovingier
ChFC®, MQFP® — Paraplanner/Content Curator
Clint Haynes
CFP® — Founder and Certified Financial Planner®
Frequently asked questions
What is NextGen Wealth?
NextGen Wealth is a asset manager headquartered in Lee's Summit.
Where is NextGen Wealth headquartered?
NextGen Wealth is headquartered in Lee's Summit.
What does Altss track for NextGen Wealth?
Altss maintains an OSINT-verified profile of NextGen Wealth covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is NextGen Wealth's website?
NextGen Wealth's public website is nextgen-wealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is NextGen Wealth?
NextGen Wealth is classified by Altss as a Asset Manager.
How does Altss source intelligence on NextGen Wealth?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was NextGen Wealth's Altss profile last updated?
NextGen Wealth's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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