Next Level Private was honored to attend the Westchester County Chiefs of Police Association Installation Dinner, celebrating the leadership and service of the law enforcement professionals who help keep our communities safe and strong.

Next Level Private announced it became a fully independent registered investment advisor. The firm, which was formerly associated with UBS as Mitchell WealthCare, does not require a minimum from clients. The eight-person team has $850 million in assets under management.

Listen to Barry Mitchell on the Diamond Podcast for Financial Advisors

Markets will always fluctuate — but long-term thinking matters more than short-term fear. In this insightful article, Barry Mitchell explores why patience, perspective, and keeping your focus on the “long ball” remain essential during periods of uncertainty.

2022 has recently come to an end and good riddance. It is an understatement to say that it was a challenging year in the financial markets with soaring interest rates, skyrocketing inflation everywhere you look, a war in Ukraine, many economic heads predicting doom and gloom, and ultimately a recession in 2023. This all leads to the question: what DO I DO NOW?

When it comes to achieving financial success, all too often people end up being their own worst enemy. Letting emotions such as fear or greed drive your financial decision-making will often result in the exact opposite of what you are trying to achieve.

Achieving financial success is a long-term proposition. That’s something you may not realize if you regularly watch any of the broadcast and online financial networks.

Barry Mitchell explains the key differences between working with a broker and working with a fiduciary, and why that distinction can have a meaningful impact on your financial future.

Professional golfers spend more time and focus on their short games than any other aspect of golf...It strikes me that successful investing requires the exact opposite paradigm.

Success is rarely built on strategy alone. In “Slice of Rye: The People Principle,” NXT Private reflects on the importance of relationships, trust, and the human side of business — and why people remain at the center of meaningful growth.

Next Level Private works to put clients in a better financial position every single day. We offer a full range of financial services, including goals-based planning, fiduciary advice, and financial advocacy. “My team and I get to the office every day asking ourselves, ‘What can we do today to make life better for our clients?"

What happens when retirement planning moves beyond numbers and starts with purpose? In this insightful article for Rethinking65, Barry Mitchell explores why understanding your “why” may be one of the most important parts of preparing for retirement.

In this thoughtful piece for Rethinking65, Barry Mitchell explores one of the most important questions people can ask before retirement: not just “Can I retire?” but “Why?” It’s an insightful look at identity, fulfillment, and building a meaningful next chapter beyond work.