A complete list of active advisors currently associated with New Wave Wealth Advisors

Warmer can help you find a great advisor at New Wave Wealth Advisors or one who fits your needs even better.

New Wave Wealth Advisors is a six-advisor registered investment adviser that manages approximately $386.8 million on a discretionary basis for individuals (including high-net-worth clients), employer-sponsored retirement plans, trusts, estates, and business entities. The firm provides ongoing asset management and continuous supervision, complimentary financial planning and consulting, retirement plan advisory services (including plan investment selection and monitoring), and recommendations of third‑party money managers when appropriate. The firm manages client accounts on a discretionary basis and tailors advice to each client’s financial situation, using methods such as fundamental and technical analysis and modern portfolio theory and pursuing long‑term, short‑term, income, and hedging strategies as appropriate. Accounts are reviewed at least annually and managed separately, and the firm’s brochure notes that clients cannot impose restrictions on investing in certain securities or types of securities. Noteworthy distinctions include offering financial planning on a complimentary basis and providing retirement plan services that can include acting as a 3(21) fiduciary and conducting in‑depth fund due diligence and monitoring. The firm also discloses that certain supervised persons are registered representatives of an unaffiliated broker‑dealer and licensed insurance agents (creating potential conflicts the firm addresses in its policies), maintains custody arrangements through Schwab Advisor Services, and uses Standing Letters of Authorization in limited circumstances.

To learn more about the advisors currently working at New Wave Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.