New Wave Financial Services
We are a modern financial services firm catering to tech employees and entrepreneurs. Tech professionals and entrepreneurs often have complicated financial lives. High rents, steep childcare costs, confusing equity compensation and hefty federal, state, and local taxes are often a given. Our vast experience in this industry allows us to help you deftly navigate these financial challenges.
We work closely with you to discover your goals and needs and use that information to craft a customized plan created specifically for you. Since we know how busy life can get, we offer a variety of ways to meet, in-person or virtually. And we offer unlimited email support, so we are always here when you need us.
Our comprehensive approach to wealth management means we handle everything from tax preparation to financial planning.
Our comprehensive approach to wealth management means we handle everything from tax preparation to financial planning.