Portfolio Management
We design and manage portfolios aligned with your goals and tolerance for risk—balancing diversification, active oversight, and long-term perspective.
About us
NexGen Investments was founded on the belief that wealth is not only about numbers—it's about people, values, and the legacy we build for future generations.
After a career in Private Wealth Management at Morgan Stanley in New York, our founder envisioned a firm that combines deep investment expertise with a genuine commitment to families and their long-term vision.
Based in Greenwich, Connecticut, our philosophy blends analytical precision with human understanding—balancing the warmth of Latin American values with the structure and discipline of American finance.
Our Approach
At NexGen Investments, our philosophy is rooted in independence, objectivity, and genuine alignment with our clients’ interests. As a fiduciary advisory firm, we act solely on your behalf, offering transparent, fee-based guidance free from commissions or outside incentives. Every decision we make is designed to serve one purpose: helping you reach your financial goals with clarity and confidence.
We believe disciplined investing is the foundation of lasting success. Through a thoughtful blend of assets, including equities, fixed income, cash alternatives, and select private or alternative strategies, we construct portfolios tailored to your unique circumstances and long-term objectives. Our open architecture gives us access to a broad range of investment solutions, allowing us to design strategies that are as individualized as the clients we serve.
Beyond managing assets, we focus on building enduring relationships. Whether you’re planning for retirement, preserving family wealth, or navigating a major life transition, we provide hands-on guidance and proactive communication. We view every client relationship as a long-term partnership, one built on trust, transparency, and personalized attention.
Our Services
Wealth Management
True wealth management goes beyond investments—it's about strategy, family, and legacy. We coordinate planning, investment, and estate considerations with purpose and clarity.
Retirement Planning
Preparing for retirement means creating lasting independence and peace of mind. We tailor strategies that sustain income and align with your evolving lifestyle.
Family & Education Planning
Helping families invest intentionally for their children's future—instilling financial confidence across generations and building legacies that last.
Market Insight
Stay informed with our perspective on trends shaping global markets.
Contact Us
Every great financial partnership begins with a conversation. Tell us about your goals and we will get back to you.
Connect with NexGen
Greenwich-based, serving New York and international clients.
Location
39 Lockwood Lane, Greenwich, CT 06878
Phone
+1 (917) 213-0351
Registration as an investment adviser does not imply a certain level of skill or training.