Home Runs Start With a Solid Game Plan
and Excellent Coaching
Our Story
At NexStage Consulting, our journey began with two seasoned financial advisors who shared a common vision: to provide comprehensive, personalized financial guidance that empowers individuals and business owners to work toward their long-term goals. With more than 60 years of combined experience in wealth management and retirement planning, our founders, Solomon Shen and David Schlitt, have dedicated their careers to helping clients navigate the complexities of financial planning, investment management and retirement income strategies.
As our founders' experience progressed, they recognized a critical need among business owners for strategic guidance when it came time to exit their businesses. Exit planning became a natural extension of their services, allowing them to leverage their deep network of professional associations and decades of experience in the financial services industry. By bringing together an all-star team of specialists, NexStage Consulting offers a holistic approach to building business value and ensuring a smooth transition for owners looking to exit the game on top.
Our commitment to playing the long game means we focus on the future as much as the present, providing clients with the strategies and support needed to preserve and grow their wealth over time. At NexStage, we pride ourselves on building lasting relationships, offering professional services with a personal touch and delivering results that make a meaningful difference in the lives of our clients and their families.
Our Vision
Our vision is to be the trusted partner that business owners turn to for financial clarity and long-term success. We aim to set the standard in the industry by combining our extensive experience with robust solutions, helping our clients work toward their goals while navigating the occasional curve balls that will come their way.
Our Values
Personalized Approach
We tailor our services to meet the unique needs of each client, ensuring a customized experience that aligns with their goals.
Holistic Solutions
We consider the full scope of our client's financial lives, offering comprehensive strategies that will address every aspect of selling a company.
Professional Excellence
Our team is dedicated to providing high-quality services, backed by years of experience and a deep bench of expertise.
Long-term Focus
We believe in playing the long game, guiding our clients with strategies that seek to ensure sustained growth and stability over time.
Collaborative Partnership
We work closely with our clients, fostering a collaborative relationship where their input and goals are integral to the planning process.
Integrity and Trust
We prioritize building trust through transparency and integrity, ensuring our clients feel confident in the financial strategies we recommend.
Meet Your Consultants
David J. Schlitt, CLU®, ChFC®, CASL®, CEPA®
Principal, Partner, NexStage Consulting
David J. Schlitt, CLU®, ChFC®, CASL®, CEPA®, is a seasoned Wealth Management Advisor with 33 years of experience in the financial services industry. After earning his B.S. in Finance from Florida State University, he dedicated his career to helping clients achieve financial security through personalized, comprehensive planning.
Specializing in exit planning, David leverages his CEPA® designation to guide business owners through the complex process of selling or transitioning their businesses. His expertise spans wealth management, business and estate planning, and risk management, ensuring clients maximize business value while working toward securing their financial future. Known for his client-first approach and long-term relationships built on trust, David is a sought-after advisor in his field.
Outside of work, he enjoys boating and fishing, fitness, and spending time with his wife and two children.
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Solomon Shen, CRPC®, AIF®, RFC®, CPFA®, CEPA®
Principal, Partner, NexStage Consulting
Solomon Shen, CRPC®, AIF®, RFC®, CPFA®, CEPA®, is a seasoned Certified Exit Planning Advisor (CEPA®) and Wealth Management Advisor with over 35 years of executive and financial management experience. He specializes in helping business owners identify key value drivers to maximize enterprise value and strategically plan their transition. By focusing on growth opportunities, aligning financial goals, and structuring effective exit strategies, Sol empowers entrepreneurs to confidently achieve their ideal "End Game."
Before launching his advisory career in 2010, Sol held a directorship at AT&T, earning a Master Certification in Telecommunications and supporting Fortune 500 companies. This unique corporate background gives him invaluable insights into both the corporate and entrepreneurial landscapes. As an active board member of the Exit Planning Institute, Orlando Chapter, he shares his expertise in educating and advising business owners on the complexities of building value, transforming and exiting their businesses. Sol’s extensive professional designations reflect his dedication to maintaining the highest standards of knowledge, ethics, and service.
When he’s not advising clients, he enjoys golf, scuba diving, and spending time with his wife, grandkids, and rescue dogs.
Check the background of your financial professional on FINRA's BrokerCheck.
