Having worked as a complex manager at a major Wirehouse for the majority of my career I've had the opportunity to work with several great recruiters over the years. Wealthwave was one of the best I have worked with in my career. They know my market better than most other recruiters thanks to their time in the business in different capacities. They are also very thorough and spent the time to understand what type of advisor would fit into my complex before sending them over. They were a great matchmaker for both me and the recruit as they took the time to make sure it was a good fit for all parties. I would highly recommend Wealthwave consultants to any advisor that is looking to make a change or any manager looking to grow their office!
After working for Citi Personal Wealth Management for 23 years I decided that it was time to consider making a change. Although I knew what I needed out of a new firm, I wasn’t sure who would be the best fit for me as well as my clients. Pete’s thoroughness as well as his understanding of my needs, helped to make the recruiting process a smooth and enjoyable endeavor. With his assistant throughout, I know I came to the right firm and got the best deal possible.
Moving your practice can be both difficult and stressful. Wealthwave enables the advisor to be aware of what to expect and how to prepare for the unexpected. From my own experience most people in their position are just concerned with getting the advisor to move firms. Their step by step process and being involved from beginning to end allowed me to focus on my clients rather than the stress of moving my practice.
I am happy to recommend Wealthwave Consulting for their exceptional expertise in evaluating wealth management firms. As a Senior Vice President at a major warehouse, my team recently partnered with them to navigate a complex selection process, and they delivered outstanding results—identifying the perfect fit that aligned seamlessly with our long-term goals. What set Wealthwave apart was their professionalism, deep industry knowledge, and impressive network of connections, which provided invaluable insights and opened doors we hadn't anticipated. Throughout the engagement, they were responsive, strategic, and an absolute pleasure to collaborate with, making a potentially overwhelming task feel efficient and enjoyable. I wholeheartedly endorse Wealthwave Consulting to any organization seeking top-tier advisory services. For wealth management teams looking to explore the ever changing landscape of this industry, Wealthwave is your perfect partner.
