New Wave Financial Services

Overview

New Wave Financial Services is an owner-operated limited liability company registered as an independent registered investment adviser. The firm positions itself as a capital allocator for individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Its fee menu includes percentage-of-AUM billing plus hourly and fixed-fee options. The firm’s business profile also includes accounting services, which informs its advisory practice. The firm does not market itself as an ESG-focused manager and is not set up as a multistate advisory platform or a pension consultant. It is structured to work primarily with private individuals and families and identifies as an adviser that brings third-party manager relationships into client portfolios.

Assets & Accounts

Investments & Alternatives