Wave 8 Wealth Management

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.