skip to main content
Main Menu
Next Generation Wealth, LLC Logo
Next Generation Wealth, LLC

Jody Young Clement

Founder & Partner
  • About
    • About Our Firm
      • Meet Our Team
        • Strategic Alliances
          • Our Process
          • Expertise
            • Business Solutions
              • Personal Solutions
                • Working with Other Professionals
                • Education
                  • Calculators
                    • Helpful Links
                    • Contact Us
                      • Client Logins
                        • eMoney
                          • Virtual Service Center
                            • NYLife Securities
                              • American Funds

                              Working with Other Professionals


                              At Next Generation Wealth LLC, we work with attorneys, accountants, trust officers and other financial professionals to better serve the needs of our clients. This collaborative approach gives our clients the most comprehensive service available. When you partner with Next Generation Wealth LLC, you can rest assured that we will work with you to develop a mutually agreeable process for interacting with our shared clients.

                              We know that every organization has different methods and preferences for how communication is handled, so we are flexible and adaptable in order to effectively meet the needs of our clients within a cohesive team environment. We will always maintain open lines of communication and keep you apprised of all developments. We are a results-oriented firm, and we will deliver creative and effective solutions for your clients in the areas of business, estate, succession, and tax planning.

                              We invite you to explore our website to gain a clearer understanding of our team and the resources we bring to the table. If you have questions or would like to discuss a particular client that we may be of assistance with, please don’t hesitate to contact us.


                              Advisor Newsletter
                              Events for Advisors


                              Contact Us


                              201 Jones Road, 5th Floor
                              Waltham, MA 02451

                              Phone: 781-398-9838
                              Fax: 781-398-9199
                              smmazzola@nxtgenwealth.com

                              Linkedin
                              201 Jones Road, 5th Floor
                              Waltham, MA 02451

                              Phone: 781-398-9838
                              Fax: 781-398-9199
                              smmazzola@nxtgenwealth.com

                              Schedule a Meeting with Sandra
                              Schedule a Meeting with Jody

                              Client Logins


                              eMoney

                              Virtual Service Center

                              NYLIFE Securities

                              American Funds

                              Linkedin
                              Disclosure

                              Jody Clement is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0M39356), CO, CT, FL, GA, IN, LA, MA, MO, NC, NH, NJ, NY, PA, RI, TN, TX, VA, and VT. No insurance business may be conducted outside the states referenced.

                              As a New York Life Agent, Jody Clement is licensed and authorized to offer insurance in California, but Next Generation Wealth, LLC may not be. For additional information on California licensure status, please click here.

                              Jody Clement is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 65 South St Ste 108, Hopkinton, MA, 01748, 978-298-2545. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, GA, IN, MA, MD, ME, MO, NC, NJ, NY, PA, RI, SC, TN, TX, VA, VT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

                              Jody Clement is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, FL, GA, IN, MA, MD, ME, MO, NC, NJ, NY, PA, RI, SC, TN, TX, VA, VT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

                              The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

                              Sandra Mazzola is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0M09845), CT, DC, FL, IL, IN, LA, MA, MD, ME, MN, MS, NC, ND, NH, NY, RI, SC, SD, TX, VA, and VT. No insurance business may be conducted outside the states referenced.

                              As a New York Life Agent, Sandra Mazzola is licensed and authorized to offer insurance in California, but Next Generation Wealth, LLC may not be. For additional information on California licensure status, please click here.

                              Sandra Mazzola is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 201 Jones Rd Fl 5, Waltham, MA, 02451, 781-398-9838. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, MA, MD, ME, NC, NH, RI, TX, VA, and VT. No offers may be made or accepted from any resident outside the specific states referenced.

                              Sandra Mazzola is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, FL, MA, MD, ME, NC, NH, RI, VA, and VT. As such, these services are strictly intended for individuals residing in the states referenced.

                              The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

                              Next Generation Wealth, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

                              Neither Next Generation Wealth, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

                              For more information about NYLIFE Securities LLC and its investment professionals.

                              Click here
                              Next Generation Wealth, LLC Logo
                              • About
                                • About Our Firm
                                  • Meet Our Team
                                    • Strategic Alliances
                                      • Our Process
                                      • Expertise
                                        • Business Solutions
                                          • Personal Solutions
                                            • Working with Other Professionals
                                            • Education
                                              • Calculators
                                                • Helpful Links
                                                • Contact Us
                                                  • Client Logins
                                                    • eMoney
                                                      • Virtual Service Center
                                                        • NYLife Securities
                                                          • American Funds

                                                          Copyright . New York Life Insurance Company. All Rights Reserved.

                                                          Privacy Policy

                                                          NYLIFE Securities LLC, Member FINRA/SIPC.

                                                          For additional information, visit Customer Relationship Summary.pdf

                                                          Your Privacy Choices