Next Play Wealth launches to guide clients through financial transitions

Portland-based Next Play Wealth launched June 30, 2026, combining financial planning, tax strategy, investment management, and 401(k) guidance for people navigating career changes, retirement, and other major life events. The firm says its goal is to help clients coordinate decisions across work, family, taxes, and investing.

Why it matters: - Next Play Wealth is targeting a common pain point: people often make investment, tax, and retirement decisions separately, even though those choices affect one another. - The firm says its planning model is designed to help clients move through career transitions, business events, retirement, concentrated equity positions, and changing family goals with more clarity. - The launch also adds a Portland-based advisory firm focused on employer-sponsored retirement plans, including 401(k) reviews and portfolio coordination.

What happened: - Next Play Wealth, LLC announced its launch on June 30, 2026, from Portland, Oregon. - The firm is an independent wealth management and financial planning practice. - Carlos Donat Arjona founded the firm, and Toby Martin joined as Partner. - Next Play Wealth began serving clients in early 2026. - The firm works with individuals and families.

The details: - Next Play Wealth combines financial planning, tax planning, investment management, and operational leadership experience. - The firm helps clients review employer-sponsored retirement accounts, including 401(k) plans. - Services include evaluating existing allocations, assessing concentration and diversification, and adjusting investment strategies as life circumstances change. - Donat Arjona said the firm focuses on coordination across short- and long-term planning, investment decisions, taxes, and risk management. - Donat Arjona is originally from Barcelona, Spain. - Donat Arjona holds a master’s degree in finance from the University of Portland. - Donat Arjona competed as a Division I collegiate tennis player at the University of Portland. - Martin spent more than two decades in technology leadership roles. - Martin previously served as CEO of Extensis, a Portland-area software company, until its sale in late 2024. - At Next Play Wealth, Martin oversees operations, client experience initiatives, and technology strategy. - The firm plans to expand educational content and planning resources covering retirement readiness, employer-sponsored retirement plans, equity compensation, and financial planning for athletes and professionals with rapid career growth. - Next Play Wealth says it provides financial planning, tax planning, and investment advisory services to clients across career transitions, retirement planning, business ownership, and multi-generational wealth transitions. - Advisory services are offered only where Next Play Wealth and its representatives are properly licensed or exempt from licensure. - The release says the information is for informational purposes only and is not investment, legal, or tax advice. - The release also says registration as an investment adviser does not imply a certain level of skill or training. - The firm’s LinkedIn presence is available here.

Between the lines: - The firm is positioning itself as a coordination-focused adviser rather than a single-product investment shop. - Martin’s background in technology leadership suggests Next Play Wealth wants to emphasize client experience and systems as part of the service model. - Donat Arjona’s sports and finance background fits the firm’s message around discipline, preparation, and long-term planning. - The focus on equity compensation and rapid career growth points to an audience that may need help translating complex compensation into long-term wealth strategy.

What's next: - Next Play Wealth plans to keep building educational content and planning tools around retirement readiness and workplace benefits. - The firm is likely to keep leaning into life-transition planning as its main differentiator. - The launch sets up future client growth as the Portland-based advisory firm expands its brand and resources.