New Wave Financial Services Inc is a modern financial services firm based in Seattle, WA, catering to tech employees and entrepreneurs. They offer a comprehensive approach to wealth management, handling everything from tax preparation to financial planning, with a focus on creating a custom financial plan tailored to each client's goals for a life of financial freedom.
With expertise in tech equity compensation and its unique tax implications, New Wave Financial Services specializes in helping clients navigate the financial challenges faced by tech professionals, such as high rents, mortgages, childcare costs, and hefty taxes. They prioritize their clients' best interests by providing fee-only services and transparent pricing, utilizing technology for painless communication and remote meetings to accommodate busy schedules, ultimately aiming to build a lifelong partnership and create a holistic vision of their clients' best financial lives.
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