Welcome to WaveCrest Wealth Management
Birdie Hunter, President
Our company believes that sound financial decisions should not be confusing. Our team works under the philosophy that every client's situation and goals are unique, and therefore each client deserves a specialized approach to planning for their financial future.
Today's investment climate offers unprecedented opportunities to achieve your financial goal. Our mission is to help clients take advantage of those opportunities by providing them with three key tools:
WaveCrest Wealth Management, Inc.
- A clear understanding of their financial goals
- A well-defined roadmap to help achieve those goals
- Ongoing advice to help adjust their roadmap when their needs change
Environmental and socially positive investing has been an interest and focus of mine for 20 years and I'm very excited about the Environmental Social Governance (ESG) portfolios I manage. Please visit our tab to the right for more information about this powerful strategy for investing.
On our website, you will find valuable information for evaluating your current position and progress toward your financial goals. We offer educational articles that outline financial concepts, as well as calculators that will help you assess your current and future needs. Please remember to visit our website often, as our content is constantly changing--designed to keep you up-to-date on financial issues, strategies, and trends.
We are committed to our clients and we define our success by our clients' success. If you have any questions or would like to schedule a meeting to discuss your financial future, please e-mail us at firstname.lastname@example.org
or call (831) 477-9115.