Wave Wealth

About us

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About us

About Us

Our Commitment to Excellence in Consulting

At Wave Wealth, we are dedicated to helping individuals, families, and businesses navigate the complexities of finance with confidence and clarity. Our firm is built on a foundation of expertise, integrity, and a commitment to providing personalized financial solutions that empower our clients to achieve their goals.

Vision

Our vision is to be a leading financial advisory firm known for transforming lives through tailored financial strategies and exceptional service.

Mission

Our mission is to empower individuals, families, and businesses with the financial knowledge, strategies, and resources they need to achieve long-term financial security and success.

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Our History

Our Journey Through Excellence

With decades of combined experience in investment, finance, and tax strategy, our leadership team brings a depth of knowledge that informs every decision we make.

Wave Wealth: The trusted choice of more than 100 leading companies

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What We Do

Transforming Financial Visions into Reality

Estate Planning

Ensure that your assets are protected and your loved ones are cared for with our comprehensive estate planning services. 

Due Diligence Advisory

Whether you’re considering a new investment, partnership, or business venture.

Business Advisory Services

Running a successful business requires strategic planning and financial insight.

Retirement planning

Retirement should be a time of relaxation and enjoyment, not financial stress.

Team

Meet the Minds Behind Our Success

Edgar Ocha

CEO and Founder

Brings a wealth of knowledge and experience to the firm. Holding a Master’s degree in Economics and Finance from Brandeis University, Edgar has spent over a decade on Wall Street, where they honed their expertise in investment strategies, market analysis, and wealth management.

Evelyn Ruiz

Co-Founder and Chief Investment Officer

Is an accomplished accountant with over a decade of experience in tax and financial strategy. She has a proven track record of helping clients optimize their financial portfolios, reduce tax liabilities, and achieve long-term growth.