WELCOME TO THE NEXTWAVE
NextWave Wealth helps Developing Professionals & Entrepreneurs Who Desire Financial Independence.
You’re making money, and for many of you, taking care of your family. Now you want to get organized and start making the most out of the financial resources you have coming in. The challenge becomes juggling the need to save for your future with handling your current obligations, all the while still taking the time to enjoy the fruits of your labor today. We specialize in helping you Find Balance in your financial life and ultimately give you the freedom and peace of mind you are looking for. Give us a call today to schedule your free introductory consultation and see how we can help you be part of the NextWave of Wealth in this world.
Nathaniel Goldenberg, CFP®
Owner & Founder
MEMBERSHIPS & ORGANIZATIONS
BUILDING TOMORROW’S WEALTH TODAY
A PLAN DESIGNED JUST FOR YOU
Every person and situation is different so your plan and your advice is fully tailored and customized to your unique set of challenges and goals.
ANY PORTFOLIO SIZE
From none to a ton, it doesn’t matter to us: we’ll help you get where you want to go no matter where you’re starting when you walk through the door.
You’ll have your own personal portal to view and track the plan and strategies we put together. Get a view of your entire financial picture with aggregate data from all your accounts and get updates on goal progress.
DIRECT, EASY ACCESS TO YOUR PLANNER
Meet how you want – whether in person, video conference, by phone, or by email any time you have questions.
EXPERIENCE THAT MATTERS
Over 13 years experience and more than 1000 customers served.
TRUST BEYOND TRUST
Objective and transparent advice without conflicts of interest; your best interests always come first and this backed by both legal and ethical requirements as CERTIFIED FINANCIAL PLANNER TM
Many of life’s most important financial decisions take place in your 30s and 40s. How you handle them largely affects what you will have and who you will be years from now. My job is to ensure you make smart financial decisions that help set you on the path to achieving financial independence.
Have a Purpose
Allocate, Evaluate, Repeat
Keep the Costs Low
It’s a Marathon, not a Sprint
FINANCIAL ADVICE YOU CAN TRUST
Objective Advice without conflicts of interest; your best interests always come first.
A Plan Designed Just for You:
Everyone is different, and your Plan, along with the Advice you get, should reflect that; no cookie cutters here.
Ease of Access:
Meet how you want, whether in person, video conference, by phone; or through email access when you have questions between meetings.
We ensure everyone is on the same page and ok with what we are doing and why we are doing it.
SERVICES WE OFFER
Personal Advisor Program
A comprehensive plan to help you take the next step towards achieving financial freedom.
Investment Advice &
Professional guidance regarding your investments to help you build your wealth or savings.
Project-Focused Planning Services
Address specific areas of concern like debt management, or retirement savings.
WHAT TOPICS CAN A FINANCIAL PLAN TYPICALLY COVER?
Insurance and Benefits Planning and Evaluation
Protect yourself and the ones you love from potentially catastrophic events
Gain peace of mind knowing you are properly planning for the income you will need years from now
Entrepreneurs and Business Owners
Working for yourself can bring a unique financial and investment challenges, let us hel
Cash Flow And Debt Management
Get the most out of the money you earn and take control of what you owe.
Investment Advice and Management
Build your wealth through well developed and executed savings and investment strategies.
Tax and Estate Planning Potentially
reduce tax liability and ensure your interests and family are protected even after you are gone.
A divorce can hurt more than feelings, it can be a serious blow to your financial plan.
FINANCIAL LEARNING CENTER
8309 Gunn Hwy
Tampa, FL 33626
1001 3rd Ave W, Ste 430
Bradenton, FL 34205
(By Appt Only)
Schedule a Free Consultation
Call (813) 448-6367 Today
Call (813) 448-6367 Today