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 want to know you and have a dynamic, interactive relationship with you. We know you work hard, but why? What are your priorities and goals? How can we help you get there? Once we understand what motivates you and where you want to be, let us build the roadmap and navigate it with you hand in hand while you manage your busy life. We will monitor your plan, analyze progress, implement changes, and offer relationship driven advice so that we help you stay on track for success, while you enjoy your life and celebrate important milestones.

• Relationship-Driven
• Independent
• Experienced
• Relatable

• Relationship-Driven

  Our priority is you. We understand the need for efficiency in today’s world and will strive to be your comprehensive financial partner and advocate. We want to know you and have a dynamic, interactive relationship with you.

• Independent

  We are not tied to a specific bank and have a fiduciary responsibility to work for you and in your best interest. This flexibility allows us to employ niche strategies and partners based on your specific goals. We have access to hundreds of private money managers and resources to offer interactive solutions that fit you best.

• Experienced

  Our team is well rounded and diverse in our backgrounds and specializations. Through cohesive communication and collaboration, we will provide thoughtful, relevant expertise and offer comprehensive advice that benefits you.

• Relatable

  Although we understand the importance of professionalism and structure in business, we also want to add energy and vibrance to your financial planning process. We are eager to work with you and help you confidently set and reach your goals, while making the process feel easy. We will strive to be approachable, dynamic partners as you navigate important milestones in your life.

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.