Recognition
IWI Certified Private Wealth Advisor™ Board Member
D Magazine’s Best Financial Planner
Money's Best Financial Planners
About Us
History
Wave Wealth® was founded in 2016 with a clear purpose: to provide truly independent, unbiased financial advice. After years in the broker-dealer world, our founder made the decision to step away from a commission-driven model and form an independent Registered Investment Advisor. This shift allowed us to fully embrace a fiduciary standard, placing our clients’ interests first, always.
Going against industry norms was not the easy path, but it was the right one. From the beginning, Wave Wealth® has been built on transparency, objectivity, and thoughtful long-term planning. What started as a belief that clients deserved better has grown into a firm trusted by families and professionals navigating complex financial decisions.
The journey continues, and we remain committed to doing things the right way.
