As a fiduciary, we act in our client’s best interest, not our own. Led by Laura Chiesman, CFP®, CDFA® President & WealthCoach® , clients’ financial concerns are addressed and coordinated through our proprietary WealthCare Solution, our transformative process for successful families and business owners helps simplify the complexities that wealth brings.
FirstWave Financial is headquartered in Satellite Beach, just across the river from Melbourne, FL. FirstWave Financial offers clients what many other wealth management institutions overlook: a philosophy to minimize the complexities and anxieties of investing, retirement, asset protection and estate planning, and replace it with peace of mind.
In Tom Kirk’s latest book you’ll discover the eight mindsets necessary to live better now. Your WealthConfidence Scorecard was developed to help you identify your personal mindset and what that means to your wealth and your wealth confidence. This book contains actions you can take now to help you bridge the gap between where you are today and where you aspire to be.
Turning complexity into confidence. Experience a dynamic relationship through a novel approach where you will establish financial structure: hiring a WealthCoach™. Unlike competitors, WealthCoaches™ work with you to help set priorities, create goals, and construct concrete plans to achieve them. The fundamental objective is to help clients with a transformation – from worrying about their money and retirement to gaining confidence in their financial future.