Wave Wealth is a wealth management and financial planning firm based in Frisco, Texas, serving clients in the Dallas metro area. Founded as an alternative to traditional investment management, the firm says it puts clients’ best interests first and does not use proprietary products or prioritize corporate profits. Its aim is to help individuals and families make informed decisions and work toward their financial goals through personalized planning and guidance.

Services include comprehensive financial planning, investment management, retirement planning, tax planning, business planning, and family office services. Wave Wealth develops financial plans around clients’ goals and assesses investment risk when shaping portfolio strategies. Its family office services can take on selected responsibilities and tasks that have become time-consuming for families. The firm may also recommend specific investment or insurance products separately from a financial plan; clients are not obligated to follow those recommendations. Wave Wealth offers free initial consultations to discuss prospective clients’ needs and goals.