Helping good people live their version of the good life

 

Wave Wealth Planning, LLC is a financial planning and investment management firm based in Nashville, TN. Our boutique firm is designed with you in mind. We seek to provide the highest level of service, maximizing your likelihood of long-term success and peace of mind. Money can be complicated, but we believe in making it simple so you can focus on living!

We are an independent, fee-only, Registered Investment Advisor. We believe in putting our clients first at all times. Click here to see our fiduciary oath. 

The Starting Point

  • Values-Based Discovery Session

  • Identify Your Goals

  • Organize Your Financial Life

  • Comprehensive Financial Analysis

  • Customized Financial Plan

Personalized Service Model

Your Personal CFO

  • Ongoing Financial Coaching

  • Strategic Cash Flow Planning

  • Student Loan & Debt Planning

  • Group Benefits Review

  • Retirement Planning

  • Insurance Planning

  • Education Planning

  • Estate Planning

  • Tax-Strategic Planning

  • Personal Financial Dashboard

Invest for Success

  • Behavior Coaching

  • Tax Minimization Strategies

  • Tailored, Diversified Portfolio

  • Low-Cost Investment Selection

  • Strategic Asset Allocation

  • Continuous Monitoring & Support

  • Performance Reporting & Review

  • Personal Investment Dashboard

White on Transparent.png
  • LinkedIn
  • Facebook
  • Instagram