The Client Experience

Initial Consultation

Every client relationship starts with a detailed conversation about your goals and objectives.  Our advisors will work with you to help you prioritize your financial goals, and provide an initial assessment of your situation.

Information Gathering

After the initial consultation, we will provide you with access to a secure online portal to compile your information.  With the information you provide, our advisors will then be able to run in-depth analysis and provide a more detailed recommendation on next steps.

Annual Review and Support

We are committed to be our clients trusted advisor for generations.  We will work with our clients every step of the way as their lives evolve and situations change.  Our firm's ownership structure ensures continuity in our relationship with each and every clients. 

Subscribe

Contact Us

Drop us a line!

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Better yet, see us in person!

NexGen Wealth Management

1930 S Brea Canyon Rd, #120, Diamond Bar, California 91765, United States

888.548.5891

Hours

Monday - Friday: 9am - 5pm Saturday: By appointment Sunday: Closed

Important Disclosure

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against a loss in periods of declining values.  Asset Allocation and Diversification does not guarantee profit nor is it guaranteed to protect assets.                                                          


Andrew Chou offers Securities and Advisory services through Woodbury Financial Services, Member FINRA and SIPC, a Registered Investment Advisor, .  This  message is intended for residents of the Unites States of America in certain states only.  Please check with us to make sure we are registered in your state.  Woodbury Financial Services does not offer tax, estate, accounting or legal advice.   


Insurance services provided by NexGen Wealth Management not affiliated with Woodbury Financial Services.  Registered Representative may only discuss and/or transact securities business with residents of the following states: CA, WA.

Find out more