Certified Financial Planner Tampa 2018-09-24T20:46:05+00:00

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

Contact Nate Now

MEMBERSHIPS & ORGANIZATIONS

International Academy of
Collaborative Professionals

Financial Planning
Association

Institute of Divorce Financial Analysts

Kiwanis of
Riverview

Valrico Fishhawk
Chamber of Commerce
USF Alumni
Association

CERTIFIED FINANCIAL
PLANNERTM

Certified Divorce
Financial Analyst

Greater Brandon
Chamber of Commerce

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.

EASY TRACKING

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

OUR PROCESS

The
Introduction
Organize & Set
Goals
Getting
Started
Reviews &
Updates
Tax and Estate Planning Potentially Tampa FL

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.

- Nathaniel Goldenberg, CFP®, Owner & Founder

Our Investing
Philosophy

Have a Purpose

Allocate, Evaluate, Repeat

Keep the Costs Low

It’s a Marathon, not a Sprint

Learn More

FINANCIAL ADVICE YOU CAN TRUST

Independent Advice:

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.

Transparency:

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 &
Management

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

Retirement Planning

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.

Divorce Finances

A divorce can hurt more than feelings, it can be a serious blow to your financial plan.

FINANCIAL LEARNING CENTER

Tampa Office

8309 Gunn Hwy
Tampa, FL 33626

Bradenton Office

1001 3rd Ave W, Ste 430
Bradenton, FL 34205
(By Appt Only)

Schedule a Free Consultation
Call (813) 448-6367 Today

or

Click Here to Schedule Your Consultation