New Wave Financial Services
New Wave Financial Services is a fee-only firm serving tech employees with equity compensation and entertainment professionals and creators with variable income. Greg Meyer, CPA, CFP, brings nearly two decades of experience in financial planning, tax strategy, and investment management, taking a fully integrated approach so clients never have to coordinate between separate advisors. Whether navigating RSUs, stock options, AMT, concentrated stock, or a major liquidity event, clients get a plan where the financial strategy and tax execution stay aligned from the start.
Greg works with clients whose employers include Google, Amazon, Microsoft, Tesla, Netflix, and Salesforce, among others. New Wave's approach is built on a simple premise: the best financial decisions are tax-efficient ones.
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