We’re your Independent Alternative to Big Banks & Brokerage Firms.
Discover a different and more successful approach to business succession.
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FIRSTWAVE FINANCIAL®

INDEPENDENT. OBJECTIVE. TRUSTED.

At FirstWave Financial, we put you FIRST…
your goals…your priorities…your circumstances.

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.

Connected to our Community.

We are 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.

WHAT MAKES FIRSTWAVE FINANCIAL® SO DIFFERENT FROM OTHER WEALTH ADVISORS?

There’s Only One FirstWave®

THE FINANCIAL ROADMAP AND RESOURCES FOR YOUR INDIVIDUAL RETIREMENT JOURNEY.

Does This Sound Like You?

People at all periods of life and career...

The WealthCare Solution®

A distinctive financial planning process...

The RetirementPlan Optimizer®

We start by evaluating your current 401(k) retirement plan...

The Business Succession Roadmap

Helps business owners like you craft...

THE FINANCIAL ROADMAP AND RESOURCES FOR YOUR INDIVIDUAL RETIREMENT JOURNEY.

YOUR WEALTHCONFIDENCE SCORECARD

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.

WHAT IS A WEALTHCOACH?

We help turn 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.

PROUD CAREGIVERS OF OUR COMMUNITY

Learn more about all the ways FirstWave Financial® supports our community.

Interested in a complimentary Portfolio Assessment?

Contact us today to schedule an appointment.