FAQ
We specialize in serving business owners, executives, entrepreneurs, and individuals who have significant assets and are looking for personalized, proactive financial planning. Whether you’re pre-retirement, in retirement, or in a leadership role, we’re here to help.
We offer a full range of financial services including retirement planning, tax strategies, investment advice, estate planning, and more. Whether you’re building wealth, planning for retirement, or managing a business, we have the expertise to help you.
At New Wave, we take a proactive, relationship-driven approach to financial planning. We focus on offering transparent, unbiased advice while treating your wealth as our own. Our team has over 100 years of combined experience, and we’re committed to delivering customized, long-term strategies.
New Wave Wealth Advisors offers personalized, relationship-driven financial planning that’s tailored to your unique goals. With over 100 years of combined experience, we help you navigate complex financial decisions and grow your wealth with confidence.
Retirement planning is about creating a strategy to ensure you can live comfortably after you stop working. At New Wave, we help you assess your retirement goals, estimate the amount of money you’ll need, and develop a plan to make sure you can achieve that goal, including investments, tax strategies, and income planning.
Comprehensive investment advice means looking at your entire financial situation and developing a strategy that fits your goals, risk tolerance, and timeline. We build personalized investment portfolios tailored to your needs, making adjustments as life events and market conditions change.
A fiduciary is someone who is legally and ethically obligated to act in your best interest, putting your needs first without any conflicts of interest. As fiduciaries, we provide transparent, unbiased advice with your financial success in mind.
We are management-fee-based, which means we earn a fee for our financial advisory services rather than commissions from performance or selling products. This ensures that our recommendations are in your best interest.
We help you plan and save for your children’s education costs through tax-efficient strategies like 529 College Savings Plans. Our goal is to minimize the financial strain on your family by creating a strategy that balances education savings with your other financial priorities.
We start by understanding your goals and then create a personalized, comprehensive financial strategy. We continuously monitor and adjust your plan to make sure it aligns with your evolving needs, keeping you on track to achieve your objectives.
Getting started is simple! Schedule a complimentary “Get Acquainted” meeting where we’ll discuss your goals and how we can help create a customized financial plan. From there, we’ll develop a strategy tailored to your needs.
Absolutely. We work with you to design a comprehensive estate plan, ensuring that your wealth is transferred to your heirs efficiently and in line with your wishes. This includes strategies to minimize taxes and protect your legacy.
