Products

Three ways to see the structure behind your wealth.

One coordinated journey. Start free, go deep with the flagship diagnostic, and continue with private advisory when your structure calls for it.

The Entry Point
Free · 14 questions · About 3 minutes

The Wealth Resilience Score™

A private diagnostic that reveals where your structure may be exposed across liquidity, concentration, ownership, decision-making, digital readiness and long-term stewardship. No obligation. Your full result is delivered by email within minutes.

The Flagship Diagnostic
$2,500 first year · $1,000 per year renewal

The Wealth Architecture Blueprint™

A private, intelligence-assisted diagnostic engineered on Jay's own framework and delivered on his behalf. It maps your financial architecture, digital and custody setup, decision patterns and strategic positioning into one clear picture, and returns a 25 to 45 page report, a personal video from Jay and a live portal you keep year-round, with a 90-day plan to execute.

  • The Blueprint Portal
  • Your Wealth Architecture Blueprint report
  • Wealth Vulnerability Audit™
  • Digital Readiness Scan™
  • Identity & Decision Architecture™
  • Network Wealth Analysis
  • 2026+ Digital Changeover Roadmap™
  • 90-Day Command Plan™
  • A personalized founder video from Jay
  • AI Jay, a private AI trained on his playbook
For Qualified Clients
By invitation

Private Strategic Advisory

For clients who want continued coordination as the structure evolves. We keep adapting the architecture as markets, technology, businesses and family priorities change, working alongside your existing professional team.

Questions

Still deciding?

We have answered the questions that come up most often, from what the Blueprint includes to how your privacy is handled, in one place.

Read the FAQ

Educational and strategic. NextGen Wealthy does not provide financial, investment, tax or legal advice, and does not manage assets.