The financial industry is evolving. Life gets busy fast, and there’s not enough time to keep up with all your financial goals on separate platforms and call multiple people to get things done. You’re too busy for inefficiency in your life, and we understand.
We are the financial change that you’ve been waiting to see. It’s time for efficient management of your global portfolio via comprehensive planning, meaningful conversations, and a trusted team approach that focuses on you and your dynamic wealth management needs.
It’s a new era. We are New Wave Wealth Advisors, and this firm was built for you.
We love complexity. If you’re a high net-worth executive, doctor, or entrepreneur with access to complicated plans involving deferred compensation, stock awards (performance/restricted/options), or have tax-sensitivity issues due to your income level, we can help. Our team will consolidate your financial life by communicating and collaborating on your behalf. Let us be your one financial point of contact for everything: investments, benefit & income planning, retirement, trust & estate planning, and wealth transfer goals.Whether you feel like you’re starting from scratch or just need a second opinion, we’d love to meet you and customize a comprehensive strategy for your complex situation. We want to help you plan, perform, and prosper.