Next Phase Advisory Group works as your trusted guides, clarifying your goals and helping you navigate life’s transitions. As Financial planners for high-net-worth professionals and business owners, we provide big-picture thinking that goes well beyond the investment portfolio. Our advisors have received an array of awards and accolades including FORBES 2025 Best-In-State Wealth Management Teams*. 
Our holistic approach aligns your life plan with your financial plan, putting together the most strategic balance of retirement planning, insurance solutions, intergenerational planning, wealth management and more. We only have one goal in mind—your best life. We not only help you define what that is but also plot a decisive course to get you there. To achieve that, we build a close relationship with every client. 
As a Private Client Group firm within Northwestern Mutual, we have access to all the resources befitting high-wealth clients. When working with our team, your journey only gets better. Imagine a life plan without financial worries. That is our goal, living your best life.
For additional information regarding our firm, partners, financial advisors, or our servicing team visit our website at www.nextphaseadvisorygroup.com. 

*Forbes Best-In-State Wealth Management Teams (January 2025) based upon data as of March 31 the preceding year. Research & ranking provided by SHOOK ® Research, LLC. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.

Next Phase Advisory Group

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