Greg Meyer, founder of New Wave Financial Services, is a certified CPA (Certified Public Accountant) and CFP® (CERTIFIED FINANCIAL PLANNER™ professional), allowing him to address the spectrum of your financial needs. After graduating summa cum laude from the University of Massachusetts, Amherst with his BA in Accounting, Greg began his career Deloitte Tax in NYC and LA, where he assisted high-net-worth individuals and small businesses with tax compliance and international tax planning.
About
Our business model is designed to serve the unique financial needs of tech & entertainment employees and entrepreneurs. We approach each client individually, and construct a detailed plan that allows us to meet the spectrum of their wealth-management needs.
What We Do
Many financial professionals offer only one service—taxes, financial planning or investment management. This means clients must manage multiple professionals—and worry that something might get lost in translation along the way.
We are uniquely positioned to be the comprehensive resource for our clients’ wealth management needs. Our services include tax preparation, financial planning, and investment management, all handled under one roof.
When it comes to our client relationships, we’re in it for the long haul. We believe in building life-long relationships as partners in helping clients live their best financial lives.
Who We Work With
Tech & entertainment professionals and entrepreneurs often have complicated financial lives. High rents, steep childcare costs, confusing equity compensation and hefty federal, state, and local taxes are often a given. Our vast experience in this industry allows us to help you deftly navigate these financial challenges.
We work closely with you to discover your goals and needs and use that information to craft a customized plan created specifically for you. Since we know how busy life can get, we offer a variety of ways to meet, in-person or virtually. And we offer unlimited email support, so we are always here when you need us.
Who We Are
Greg Meyer CPA, CFP®
Principal, Founder
Greg soon discovered his true passion: developing comprehensive financial strategies that extend beyond tax preparation. Recognizing the inefficiencies clients face when dealing with multiple financial professionals, he set out to create a tech enabled full-service financial firm offering services at accessible rates.