Your Captain Through Every Financial Season
WealthWave is first and foremost a financial education company.
We empower Arizona families with the literacy and tools needed to build a lasting legacy.
- Financial Literacy First: We teach you how money works so you can stop guessing and start building a strategy.
- 7 Money Milestones: A proven, step-by-step roadmap to guide you from where you are to where you want to be.
- Community Education: From one-on-one assessments to group classes for major Arizona employers like ASRS and Motorola.
- The “No-Cost” Standard: Our Financial Needs Assessment and educational seminars are provided at no cost to you or your organization.
- Legacy Building: We focus on creating systems that protect your family today and provide for the generations to come.
Most People Don’t Plan to Fail. They Simply Fail to Understand the Rules.
At WealthWave, we believe financial literacy is ‘the other literacy’ that most of us were never taught. As an independent WealthWave leader, I am part of a national crusade to provide the education people truly need to succeed. This gap in our education leaves families vulnerable to trial and error. By following WealthWave’s proven 7 Money Milestones, we help you stop the guessing and start building a confident legacy for your family and the Arizona community
Choose the path that fits you best. Whether you prefer to read, test your knowledge, or watch our mission in action, your financial education starts here.
The How Money Works: Stop Being a Sucker book is the foundation of the WealthWave mission. It is designed to strip away the complexity of the financial industry and explain the “rules of the money game” in plain English.
Instead of dry economic theory, it uses common-sense language and relatable stories to teach you how to move from being a “sucker” to a “student,” and eventually, a “master” of your own financial future. It covers essential concepts like the Rule of 72, the impact of inflation, and the 7 Money Milestones roadmap.
Most people are never taught the “rules of money,” leading to costly mistakes. Take this 3-minute quiz to discover your Financial Literacy Score and see how your knowledge stacks up against the 7 Money Milestones.
Tools for Your Next Chapter
From protecting your family to pursuing a new career, these specialized resources are designed to help you take the next step on your own terms.
Most people overpay for life insurance because they only see one option. We bring total transparency to the process, allowing you to compare rates from top-rated carriers instantly to find the best value for your family.
Over the next decade, $124 trillion is shifting into the hands of women. We are leading a historic national study to understand how women feel about this transfer. Add your voice to the conversation and help us shape the future of financial education.
Are you ready to move from being an employee to an owner? Our e2E system provides a proven “escape plan” and the mentorship needed to transition into a career with purpose, flexibility, and unlimited potential.
Got Questions?
We’re happy to help. If you can’t find the info you’re looking for, please don’t hesitate to reach out to us!
Call us (555) 123-4567