Announcing the Launch of Next Level Private
Barry Mitchell Jr., CRPC®, CRPS®, CAP® and the former team at Mitchell Wealthcare are excited to invite you to join us at Next Level Private, our new independent advisory firm. You will still be served by the same team you know and trust—only now we can offer you so much more.
8 Ways Next Level Private Can Deliver More for Our Clients
- Next Level Private will now be a fiduciary with a legal duty to act only in your best interest. We made the decisions to become a registered investment advisor because we believe it’s the best way to help you and your family achieve your goals. Now we answer only to you.
- As an independent firm, we offer a wider array of strategies and solutions. As part of a parent company, our options for choosing financial resources could be limited. Now we can recommend whatever investment strategies, retirement solutions, or other guidance we believe work best for you.
- We provide you with greater transparency and freedom from corporate bias. You have access to a full range of fee-only services. And your assets are held by a third-party custodian and not by us as your advisors, removing potential conflicts of interest.
- Our exceptional guidance helps you move towards financial freedom. Next Level Private works as your trusted advocate. At every life stage, you and your family enjoy hands-on support. We act as a coordinated team to help you create the life you envision.
- You are able to benefit from our supportive and connected community. Our goal is to put you in a better financial position every single day. We work to identify the opportunities and connect you with the resources you need to live the impactful life you want.
- Improved technology systems help to serve you better and more securely. We’ve also enhanced our planning tools and technologies. You can now access all your accounts through a single client portal. And our privacy and security protections are more robust than ever.
- You are well taken care of by a stronger, more dedicated team. We believe that personal growth and individual recognition leads to greater job enthusiasm and connects our team to a larger purpose. That principle guides us in serving you, and helps all of us achieve our highest potential.
- We are able to build a solid succession plan to serve you for generations. As an independent firm, we can develop a viable succession plan to safeguard the continuity of our client service. This ensures the trusted relationships we have built with you will thrive for years to come.