Let’s rethink “retirement.”

NextChapter is industry-leading financial advisory firms working to provide better financial security for all Americans. The Execution Project is the direct consulting capability inside of NextChapter. We can help you create your next chapter.

Visit NextChapter

Featured in

A track record of success

Practice management visionary.

Implemented a new service model focused on modern practice management, resulting in a significant improvement in retention rate among ultra-high net worth clients.

Managed account pioneer.

Guided the #2 player in managed accounts through a six-year turnaround and restructuring process across nine separate asset management firms.

Private wealth executive partner.

Spearheaded a new growth strategy for the Fidelity Private Client Group focused on client engagement, doubling AUM from $1T to $2T by the end of 2016 (stands at $4T today).

Wealthtech technology entrepreneur.

Investor in wealthtech solutions and purveyor of communities that help wealthtech executives and advisors engage the largest wave of retirees ever.

Trusted by

Is your firm ready to rethink “retirement” and grow revenue?

Visit NextChapter