About Us

We do things differently.
On purpose.

Most financial firms want to grow as big as possible. We don't.

We keep our practice intentionally small - because we believe you deserve an advisor who knows your name, your story, and your goals. Not just your account number.

We call it a micro family office for wealth management. For you and your family.

people floating

Our Story

We built NTXGen because we kept seeing the same problem: people getting generic advice from advisors who were either too busy, too old, or too close to retirement to care.

We wanted something different for our clients - a bespoke firm, a small client list, and an obsession with actually knowing the people we serve. Educated clients. No cookie-cutter plans. No revolving door. Just real relationships, for the long haul.

We don't work with everyone.

We work with you.

Who We Help

Gen X

You've been doing it yourself for years. It's time to stop guessing and start having a real plan. For today. For retirement.

Retirees

Retired doesn't mean done. Your money still has work to do. Let's make sure it's working as hard as you did.

Business Owners & Entrepreneurs

You've taken risks. You've built something. Now let's make sure you get the most out of what you've made.

Athletes

You earned it. Let's make sure it lasts. We work with athletes navigating new money and big decisions.

Firefighters

You protect everyone else. We help protect what you've worked for — built around your benefits and timeline.

Going Through a Divorce

One of the most financially complex moments of your life deserves more than guesswork. We help you move forward clearly.

Our Flex

CFP®

Financial planning led by a CERTIFIED FINANCIAL PLANNER™ professional.

Institutional Custodians

Schwab, RBC, SEI, & CNR - Custody through leading institutional platforms.

FinTech

Next-gen advisory planning tools including Nitrogen, eMoney, Income Lab, Asset-Map, WBC, and more.

100%

Independent and privately owned. No proprietary product quotas.

30+

Years of combined advisory experience.

31+ States

McKinney, Texas based with clients relationships nationwide.

$600M+

Client assets advised, managed, and serviced.

$5B+

Life, disability, and long-term planning benefits structured, reviewed, and serviced.

95%

Access to U.S. life & disability insurance marketplace (200+ carriers)

How We Help

What we actually do.

How We Help

01

Fee-Based Financial Advice

Life changes. Your plan should too. We build a custom financial plan around your goals — and we revisit it as things shift. This isn't one-and-done. It's an ongoing relationship.

02

Growing Wealth

We manage your investments with a clear eye on what you're trying to accomplish — not just what the market is doing. Custom strategy, ongoing management, and a client portal so you're never in the dark.

03

Situational Financial Consulting

Sometimes you just need to solve one specific problem. Focused consulting on the financial questions keeping you up at night — whether it's insurance, a life transition, or a blind spot you didn't know you had.