Our Focus is Our Clients.
Our Mission
We are problem solvers and Builders at our core. If you are reading this then odds are something in your financial life is keeping you up, preventing your progress, and creating confusion or stress. We love being able to provide that much needed relief by solving your problems, getting you on the right path, and turning that confusion and stress into clarity and confidence.
NextWave Advisors is unique in that it is it’s own stand alone Wealth Management firm. Many Wealth Managers, Financial Advisors and Planners you know are employed by or independent contractors of a larger financial firm. There isn’t anything wrong with that, a great Advisor is a great Advisor regardless of where they work. It is the larger firm model we think can be improved on. In all the years we have been helping our customers and clients one thing that has always been consistent is that when there are people within a company who do not truly “know” our clients yet are involved in making decisions that affect our clients, the more difficult it becomes to do our job. This hierarchy can dilute the level of service and quality of Focused Advice you as a client need.
We want to provide a financial practice that allows Our Clients to work directly with the decision maker. They meet regularly with the person choosing each individual investment in their portfolio, the person constructing each aspect of their custom plan, and the person who continues to build that personal relationship with them to better understand their goals, fears and habits. We can do this because our focus is in creating a practice full of quality, not quantity, relationships.
“People always respond best to personal attention.”
What are some Questions that can be Answered Through proper planning?
Are my investments in line with what I want to accomplish with my money? How should I invest my money?
What does retirement look like for me based on what I am doing now? Are my goals realistic? What changes do I need to make to get me to retirement faster?
What will happen to myself and my family if a disaster occurred? Is there more I can do to manage these risks?
How much college can we afford for our child? What options are available to me to fund education expenses?
How much do I have coming in and how much is going out each month? How can I keep more of the money I earn?
Am I in the right benefits plan at work? How can I provide benefits to myself and my employees as a business owner?
What is the best way to pay down my debts? How is my financial life affected if I take out a loan?
And Everything in between!
