Whether you have a specific need or not sure where to start, we are here to help answer any questions you have. All you have to do is ask, so Let’s Talk...
Schedule a call
Send us a quick message about what you want to talk about and the best way to reach you. If you would rather speak sooner then give us a call at the office at (813) 922-8220.
Still not sure?
That’s fine too, if financial decisions were easy then we would be out of a job! Instead, sign up for our Newsletter and get more familiar with the different aspects of your financial life.
NextWave Advisors, LLC is an Investment Advisor registered with the State of Florida. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at (813) 922-8220 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from NWA with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.YouHaveAPlan.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
