You define what’s next,
together we create a path towards it.
Discovering What is Truly
Important to you.
Navigating your future
one decision at a time.
Your journey starts here
Welcome to ICG next
An innovative, industry-leading financial advisory firm serving multigenerational families as they plan for what’s next.
Our team of knowledgeable and caring advisors is changing the way our clients think about and view financial services.
We know that your questions, concerns and areas of interest go well beyond that of simply selecting the right stock, planning for retirement or achieving the highest return regardless of risk.
You are planning for far more than just your own financial future. We collaborate and support you and your family as you seek to achieve your most important personal, professional and financial goals, providing stewardship and guidance as you decide what’s next.
Our comprehensive and consistent wealth management discipline addresses the unique needs of every generation in your family. Learn more…
When it comes to your financial future and the financial future of your family, one size most definitely does not fit all. Learn more…
We’re distinctly positioned to provide wisdom and insight about the financial services, solutions, and products that suit your unique journey as you plan for what’s next.
Looking to an advisor for guidance on things like retirement, potential tax strategies or tax harvesting, 401K or 403 B plans, money purchasing, or profit-sharing strategies?
Ready to learn more about college plans or to explore estate planning? The team at ICG next can help you with these and many other considerations as you design a financial future for you and your family.
From stocks, bonds, and brokerage to IRA accounts, treasury bills, government securities, treasury notes, and variable annuities, We’ll help you sort out your investments so that they align with your plans for what’s next.
Planning for retirement means you’ll want an advisor who knows your story, understands the goals you have for your personal and financial future and can help you discover the best way to get there. And that’s exactly how ICG next can make planning for your retirement easier. We help you consider what you’re retiring to and how your financial strategies can make that happen.
Whether you’re interested in selecting life insurance, navigating disability income insurance, or are planning for long term care insurance for you or a loved one, we can help you protect all the things that are most important to you.
-Michael Bonevento, CFP®, ChFC®, CLU® Founder, Managing Partner ICG Next-
“More often than not what people perceive to be true is not a reflection of reality. The role of a financial professional is to deconstruct such myths.”
What We Do
We’ll help you understand what your financial decisions will mean for you and your family. And we’ll work collaboratively with you to make sure that you are on track towards preserving and growing your assets as you navigate the challenges and triumphs of your financial future with a steady, supportive and informative steward as your advisor.
As advisors, we take our financial planning process seriously because it allows us to share the different opportunities that might be right for you.
At ICG next our comprehensive financial planning and wealth management process addresses the unique needs of every generation in your family and we spend time with you discussing all the choices you have at your disposal when planning for what’s next.
Giving back to the community is paramount to ICG next's success. Whether it be food drives, mentoring students or participating in fundraisers; we support and care about our local community, it's local charities and youth.
We're here to help—whenever you need it!
Whatever’s next for you and your family, we’re here to help.
Connect with ICG next
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:AZ, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, MD, MA, MI, MN, MO, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, UT, VA, VI, WA.