Next Generation Wealth is a full-service financial advice business founded as an extension of Andrew Sawyer’s Mortgage Choice franchise. Under the leadership of Wesley Oliveira, the company has evolved to provide comprehensive wealth management strategies tailored to individual needs. With a focus on long-term financial well-being, the team emphasizes the importance of structured and purposeful wealth management to enhance clients’ financial positions and overall quality of life.
Driven by values of fairness, transparency, and discipline, Wesley Oliveira, a Senior Financial Adviser, brings a wealth of experience and qualifications to the table. The team at Next Generation Wealth is dedicated to assisting clients in achieving their financial goals through personalized financial planning, investment advice, retirement planning, and estate planning. By prioritizing client trust and understanding the unique needs of each individual, the business aims to provide valuable insights and peace of mind to those seeking financial guidance.
With a strong emphasis on education, experience, and transparency, Next Generation Wealth offers a range of services including comprehensive financial planning, risk management, tax planning, and investment strategies. By focusing on the accumulation and preservation of wealth, the team helps clients navigate various financial decisions to secure their financial future. Through a client-centered approach and a commitment to ethical practices, Next Generation Wealth strives to empower individuals to make informed financial decisions at every stage of their lives.