A complete list of active advisors currently associated with True Wave Wealth Planners

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

True Wave Wealth Planners serves individuals (including high‑net‑worth clients), retirement plans, and business clients, offering model portfolio (investment supervisory) management, selection and monitoring of third‑party money managers, and financial planning. The firm also makes a separate tax‑preparation service available through an affiliated tax practitioner; that service is offered as an optional, separately billed engagement. The firm’s investment approach emphasizes model asset‑allocation portfolios that are managed on a discretionary basis and supervised to meet each model’s stated objectives, with accounts managed according to the portfolio’s goal rather than being fully bespoke for each client; clients may impose reasonable investment restrictions and are contacted at least annually to review suitability. True Wave also evaluates mutual funds and ETFs, employs long‑term purchase strategies, and conducts due diligence on unaffiliated third‑party managers it recommends and monitors. Noteworthy features include a relatively large asset base and client roster managed by a small advisory team, with the majority of assets managed discretionary — a servicing ratio that is less common among supported firms. The brochure also discloses potential conflicts from receiving solicitor fees when referring to third‑party managers and states the firm does not vote client proxies, leaving proxy voting and shareholder communications to clients and their custodians.

To learn more about the advisors currently working at True Wave Wealth Planners, 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.