Overview

ICG next is an innovative, industry-leading advisory firm focused on a holistic/comprehensive/fiduciary process that serves multigenerational families as
they plan for what’s next.

We believe that there are powerful and profound trends unfolding in the financial services industry. These seismic changes will impact our industry and how we conduct business. We’ve developed and are focused on executing a set of strategic plans to ensure that ICG next, it’s advisors and staff remain valuable, relevant and sustainable in an ever-evolving industry & world.
Our area of focus is to attract/merge with likeminded professional who have a desire to grow their business and/or senior advisor who would like to sunset out of the business while assuring their clients with continue to receive outstanding service.

Professional Credentials
AIF®, CAIA®, CFP®, ChFC®, CIMA®, CIS®, CLTC®, CLU®, CMFC®, CRPC®, RICP®

Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...