Wave Wealth is a boutique Registered Investment Advisor (RIA) firm founded with the mission to provide exceptional wealth management services that prioritize clients’ best interests. Unlike mass-market financial firms, Wave Wealth avoids proprietary products and corporate profit motives, focusing instead on helping clients achieve their individual financial goals through personalized strategies.

The firm was established by Ben Jones, a Certified Financial Planner™ with additional credentials including Certified Investment Management Analyst™, Certified Private Wealth Advisor™, and IRS Enrolled Agent. Ben’s educational background includes a B.S. in Personal Financial Planning from Texas Tech University, as well as coursework at The Wharton School and the University of Chicago’s Booth School of Business. His approach emphasizes unbiased advice and customized solutions aimed at maximizing wealth and minimizing taxation.

Supporting the firm’s operations is Client Coordinator Kristin Casey, who holds a B.S. in Finance from the University of Texas at Dallas. Kristin brings experience from her previous role at Ameriprise and contributes to the firm’s commitment to personalized client service.

Wave Wealth offers free consultations to prospective clients, reflecting their dedication to building trust and understanding individual financial needs before engagement.