Wave 8 provides a unique investment approach centered on personal contact with every client. I founded the firm out of frustration with the traditional “adviser” model, where advisers often act as middlemen, placing clients’ money into larger portfolios with bigger firms. I wanted an adviser who invested my funds personally, alongside their own investments—so I became that adviser.
Now my team and I carefully manage our clients, as I do with my own portfolio, carefully considering their goals and objectives whether growth, income or a combination of strategies.
Company Details
- Employees
- 3
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.Wave8Capital.com
- Keywords
- Entrepreneuer, Registered Investment Adviser Representative, Broadcaster, Helicopter Pilot, Airplane Pilot, Marketing Consultant, Voice & Video Talent, Radio Talk Show Host.
- Competitors
- Tumbleweed Tiny House Company, Novo Nordisk.
Wave 8 Wealth Management Questions
Wave 8 Wealth Management's website is http://www.Wave8Capital.com
Wave 8 Wealth Management's LinkedIn profile is https://www.linkedin.com/company/wave8
Wave 8 Wealth Management has
3 employees.
View email and phone details for 3
employees at Wave 8 Wealth Management.
Wave 8 Wealth Management's industry is
Investment Management
Wave 8 Wealth Management's top competitors are
Tumbleweed Tiny House Company,
Novo Nordisk.
Wave 8 Wealth Management's categories are Investment Management
