Wave Wealth Management is a boutique, fee-only Registered Investment Advisor (RIA) based in Frisco, Texas, offering comprehensive financial services to clients nationwide. Founded to provide an alternative to traditional investment management, the firm prioritizes clients’ best interests by eschewing proprietary products and corporate profit motives. Their services encompass comprehensive financial planning, family office services, tax planning, investment management, retirement planning, business planning, executive compensation, risk management, estate planning, and CPA liaison services. Wave Wealth employs a hybrid investment strategy that combines low-cost passive investments with active overlays to manage volatility, aiming to reduce portfolio losses during market downturns and enhance performance in up markets. Led by President and Founder Ben Jones, CFP®, CIMA®, CPWA®, EA, the firm is committed to delivering personalized, goal-oriented financial strategies that align with each client’s unique objectives. Clients can engage with Wave Wealth through consultations to determine the suitability of services for their financial goals.