Wave Wealth Management, LLC

Wave Wealth Management, LLC is a registered investment advisor founded in July 2016 by Benjamin A. Jones, who serves as the President, Founder, and Chief Compliance Officer. The firm offers investment advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans, acting as a fiduciary to clients. Wave Wealth provides customized investment management and advisory solutions, utilizing a long-term investment strategy primarily focused on fundamental analysis, with additional use of technical and cyclical analysis methods. The firm offers financial planning services and retirement plan advisory services, with fees based on a tiered structure. Wave Wealth manages $116,576,041 in client assets as of December 31, 2024, with $115,763,485 managed on a discretionary basis. The firm does not charge performance-based fees and does not manage proprietary investment funds. Clients have investment discretion over their accounts, and the firm does not accept or maintain custody of client assets. Benjamin A. Jones holds the CFP®, CIMA®, CPWA®, and EA designations, with a background in financial planning and extensive experience in the financial services industry. The firm's Privacy Policy ensures the protection and confidentiality of clients' personal information. For more information, clients can contact Wave Wealth at (972) 954-4100.