Simplifying wealth management
Helping you plan, perform, and prosper.
Your goals, priorities, and milestones deserve personalized strategies,
genuine relationships, and a team you can trust.
Securities offered through DMK Advisor Group, Inc. member FINRA/SIPC/MSRB.
We are here for you
New Wave Wealth Advisors is an independent team of fiduciaries redefining financial planning for the modern world.
With over 100 years of combined experience, we provide personalized strategies and transparent, unbiased guidance to help you achieve your goals. Relationship-driven and proactive, we treat your wealth like our own — guarding it, growing it, and empowering you to focus on what matters most.
Our services.
Financial Planning
We offer comprehensive strategies built to support your goals at every stage of life and business, including Cash Flow & Budget Planning, Education Funding, Insurance & Risk Management, Retirement Planning, Deferred Compensation Planning, Corporate Benefit Planning, Tax Planning, Business Planning for Entrepreneurs, and Financial Modeling.
Investment Management
We deliver tailored investment strategies designed to adapt with you. Our services include Tactical Asset Allocation Strategies, Active Portfolio & Risk Management, Investment Vehicle Strategies, Private Equity Opportunities, Tax Strategies, Equity Event Strategies around Stock/Option Plans, and Comprehensive Advice around Life Events.
Wealth Preservation & Growth
We provide strategies to protect and grow your legacy with intention. Services include Trust & Estate Planning & Administration, Wealth Transfer Strategies, Charitable Giving Strategies, Multi-Generational Wealth Planning, and Estate Tax Planning.
We have a commitment to helping
you Plan, Perform, and Prosper.
Plan: Define your financial roadmap
Perform: Execute strategies for growth
Prosper: Build lasting financial security
Call for a complimentary consultation!
Make the Right Choice
Why we’re different
than our competitors.
With over 100 years of experience, we take a relationship-driven approach to wealth management, providing transparent, personalized guidance. As fiduciaries, we align our success with yours—offering unbiased advice without hidden fees or commissions.
Why Choose New Wave
100+ Years of Expertise
Decades of financial planning and wealth management experience.
No Hidden Fees
A straightforward management fee with full transparency.
Personalized Support
Ongoing guidance to adapt as your life and goals evolve.
Our Commitment
We act in your best interest, providing transparent, fee-based guidance with no hidden commissions or incentives.
We tailor strategies to your unique goals, proactively monitoring and adjusting as needed to keep you on track.
