What We Do.
Comprehensive Financial Planning
Can you retire? Are your assets sufficient? Will you outlive your wealth? Our core business is built upon our extensive experience of walking alongside our clients and developing accurate and relevant financial plans. Our goal is to help our clients achieve the goals that they set. We feel privileged that we get to play a small part in their success.
Family Office Services
Wave Wealth® can assume some of the responsibilities and tasks that have become burdensome and time consuming for your family.
Tax Planning
Wave Wealth® can create tax-efficient portfolios in a tax-inefficient environment.
Investment Management
We pair our investment strategies with a detailed assessment of your risk to create the perfect portfolio for you.
Retirement Planning
Most financial advisors run a simple analysis to answer this question and move on. We take a different approach with retirement planning at Wave Wealth®.
Business Planning
Wave Wealth® serves Frisco and a number of Dallas metro locations and can help you with business planning.
