About Us
Our Mission
Your Are More Than a Client To Us
Next Generation Wealth Management was founded on November 1, 2025, with a clear purpose: to help people build something worth passing down. For a lot of our clients, leaving a legacy for the people they love is one of the most important things they'll do with their money. That idea felt worth putting in our name.
Our Firm
Ginny moss didn't find this career. it found her.
in 2013 , she was recruited away from a successful run in medical sales by Edward Jones. The work was different from anything she had done before. Part of the training involved door-to-door outreach, and she'll tell you honestly that it stirred up real internal conflict. The last thing she ever wanted was to feel like she was pushing something on people who didn't ask for it. But somewhere in the middle of the doubt, she felt God telling her that she was exactly where she was suppposed to be. Not to sell, but to serve. To make sure people's wishes were actually being fulfilled and that someone who genuinely cared was in their corner. She listened, and she hasn't second-guessed it since.
Honest, transparency, and faith are not just values we post on a wall. They shape how we show up for every single client.
How we work
Planning Support for Every
Season of Life
We are straight-forward with people, even when the conversation is uncomfortable. We ask questions, we listen, and we give you a real answer rather than a rehearsed one. The topics that feel heavy or awkward to bring up somewhere else tend to come a little easier here. That's intentional.
We are not interested in a transactional relationship. We want to be the people you call first, whether you have a major financial decision in front of you or just a question you've been sitting on for a while. When you work with us, you get both of us in your corner.
We work with a $100,000 account minimum, and we are upfront about that because we think everyone deserves to know what to expect before they reach out. Our clients tend to be goal-oriented, ready to take action, and committed to thinking long-term. If that sounds like you, we would love to start a conversation.
Start the Conversation
Identify Goals
Create a Personalized Plan
Ongoing Guidance & Support
Who You will work with
Meet Your Team
Ginny Moss
Financial Advisor
Becca Maxwell
Executive Assistant
Ready to Take the First Step?
If anything on this page sounded like what you've been looking for, we'd love to site down and get to know you. Reach out today to schedule your first consultation, and let's start buildign something worth looking forward to.