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Chip Roame speaking at The Tiburon CEO Summit

Chip Roame speaking at The Tiburon CEO Summit

Recapping the Tiburon CEO Summit XLVIII

A quick recap of the Tiburon CEO Summit XLVIII

Brendan King

May 15 min read

Comprehensive estate plan generated through Wavvest Canvas including Real Estate, Retirement, Investments, Personal Property, Shares. Details with amounts

Comprehensive estate plan generated through Wavvest Canvas including Real Estate, Retirement, Investments, Personal Property, Shares. Details with amounts

Estate Planning That Sticks

Financial advisor estate planning strategies that work—learn how to nudge clients, simplify complex structures, and use visual tools to drive action.

Tashi Goenka

1 day ago2 min read

RIA Wealth Manager helping HENRY navigate investment planning, home buying vs renting decision

RIA Wealth Manager helping HENRY navigate investment planning, home buying vs renting decision

How to serve HENRYs & the Home Decision

How to serve HENRYs & the Home Decision

Sinon Bennett

6 days ago3 min read

Complying AI usage in financial services with US SEC - U.S. rules + RIA Trends

Complying AI usage in financial services with US SEC - U.S. rules + RIA Trends

AI & Compliance + RIA Trends from BNY Insite 2025

How we're thinking about AI oversight + industry trends coming out of BNY Insite

Sinon Bennett

Jun 213 min read

People sit at a CNBC news desk talking about Robinhood's acquisition of TradePMR

People sit at a CNBC news desk talking about Robinhood's acquisition of TradePMR

Thoughts on Robinhood's Trade PMR Deal.

It’s January 28, 2021, and the financial world is on fire. At Robinhood’s California headquarters, Vlad Tenev and his top lieutenants...

Brendan King

Nov 29, 20243 min read

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Wavvest Holdings, Inc. (“Wavvest”) is a tech company headquartered in Chicago, IL and the parent company of Wavvest Wealth LLC and Wavvest Technologies LLC. Wavvest Wealth LLC is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Wavvest Wealth LLC may only transact business in states where it is registered or qualifies for an exemption or exclusion from registration requirements. The Wavvest website (referred to herein as the “Website”) is limited to the dissemination of general information about its advisory services, along with access to additional investment-related information, publications, and links. The publication of the Website on the Internet should not be construed by any client or prospective client as Wavvest's solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent direct communication by Wavvest with a prospective client will be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

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