Celebrating 25 Years of Client Financial Advocacy
Advocate (noun) – a person who works and argues in support of another’s cause
November 6th, 1995, 25 years ago, Tom Kirk turned the business of giving investment advice upside down when he founded CPA Wealth Management Services, now called FirstWave Financial. After the passing of his dad as he was assisting his mom, Alice Kirk, he became frustrated working with companies that sold financial products to clients without understanding their personal situations or current financial needs. He saw that his family, and others, needed an independent financial advocate to help them make smart decisions about their money. Through the years we’ve often heard Tom remember, “I couldn’t find an investment advisory company that always put the clients’ best interests first. So I created one”.
In my 20 years with the company, we’ve grown and had a few changes including our name FirstWave Financial and the transition of ownership from Tom to me. Through it all, our entire team continues to be motivated and united around our original core vision – Helping People We Care About, Create The Life They Dream About. It is our honor and pleasure to now serve over 200 successful families in our community as their WealthCoach. Whether you have been with us for many years, some of you the entire 25 years, or have just recently joined the FirstWave Family, we thank you for your trust and confidence, then and now.
25 years is a long time and we’ve all been through a lot together. Economic turbulence and events we have navigated with you included Y2K, the tech meltdown of 2002, and the debt crisis of 2008, and now a world-wide pandemic! All while the Dow Jones Industrial Average has gone from 5,000 in 1995 to 28,000 today. We have also walked through life events with clients and team; through birth and death, marriage and divorce, sickness and health, career advancement and retirement.
2020 has been a challenging year in many ways including the pandemic, economic shutdowns, virtual business and learning, and the election, on top of “regular” life issues that we all face. So here we all are working together to overcome obstacles and take advantage of opportunities this year just as we have over the last 25 years. This journey drives home that wealth is about more than just money. It includes things like family and relationships, where you live, your health, and your hobbies – we love helping and planning with you toward your goals in all these areas of your life. We are excited to continue to work together with you over the next 25 years to help you create the financial future you have in mind for yourself and your family.
Thank you! Thank you to everyone who has contributed to our first 25 years including our clients, team members, their families, and the community. As we pass this milestone we thank God for it all and pray he continues to guide and protect us, our community, and our world.
President and WealthCoach
In memory of Mrs. Alice Kirk, inspiration and forever at the heart of why FirstWave Financial was founded. To serve others is to serve God.
Alice Kirk (April 29, 1933 – September 6, 2020)
“Truly I tell you, whatever you did for one of the least of these brothers and sisters of mine, you did for me.” – Matthew 25:40
You should not assume that any discussion or information contained in this publication serves as the receipt of, or as a substitute for, personalized investment advice from FirstWave Financial. A copy of the FirstWave’s current written disclosure statement discussing our advisory services and fees is available upon request.