Wealthwave Vison, Mission & Core Purpose

Mission Statement

To empower financial advisors to make confident career transitions that enhance their practice, advance their professional goals, and create better outcomes for their clients.

Vision Statement

To be the most trusted partner in financial advisor transitions, known for our personalized approach, deep industry expertise, and unwavering commitment to advisor and client success.

Our Core Purpose

Wealthwave Consultants was founded with a singular focus: to help financial professionals find the ideal environment where they can excel in their careers while enhancing their ability to serve their clients. We’re more than recruiters – we’re partners in your success, bringing decades of industry experience to guide advisors through career-defining transitions.

Case studies

Client Testimonials

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!

Steve

RBC wealth management

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.

Paul

RBC wealth management

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.

Frank

Morgan Stanley Wealth Management