New Wave Financial Services
At New Wave, we are dedicated to helping you achieve long-term financial security through personalized and comprehensive wealth management. Our approach combines financial planning, investment management, and tax planning and preparation to provide holistic solutions that not only grow your wealth but also minimize taxes and evolve with your unique goals. We specialize in working with professionals in the technology and entertainment industries, as well as entrepreneurs and content creators. Our team has extensive expertise in areas like equity compensation, stock options, and other complex financial instruments, ensuring that every facet of your financial life is considered.
Whether you're navigating the nuances of equity compensation, preparing for a major brand partnership as a content creator, or planning for other life milestones, we offer tailored strategies designed to meet your specific needs. At New Wave, we’re committed to making sure your financial plan is as dynamic and adaptable as the industries you work in.
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.