Registered Investment Adviser with the State of Colorado
Advanced Wealth Management
Utilizing Proprietary AI Trading Strategies
Philosophy
No matter what the market is doing, there are always opportunities to grow wealth. The challenge is finding those opportunities …
AI Technology
SWELL stands for Strategic Wealth Enhancement Learning Logic. It is our AI algorithm designed to analyze daily markets …
History
Wave 8 is founded on the belief that everyone deserves personalized attention and tailored strategies to achieve their financial goals …
OUR SERVICES
Success is Our Mission
Managed Portfolios
- Precision & Insight
- SWELL Intelligence
- Analyzing Markets
- Matching Stocks
Retirement Accounts
- Self-Directed IRAs
- Employee Retirement Accounts
- Large Pension Funds
- Annuities
Private Hedge Fund
THIS SECTION RESTRICTED AND ONLY OPEN TO QUALIFIED INVESTORS
Meet Your Team
Dedication to Excellence
Pat Jolliffe
Chief Operations & Compliance Officer
Nate Harrell
Co-Founder & Chief Investment Officer
Tom Martino
Co-Founder & Chief Executive Officer
Contact Us
Submitting this form does not create any obligation for you to invest. Upon submitting email, one of our principals will reach out to you personally to provide additional information, answer your questions and discuss investment opportunities.