About RollingWave Capital

More Than a Typical Advisor

Who We Are

RollingWave Capital is a fee-only Registered Investment Advisor based in Palm Beach Gardens, FL. We specialize in serving individuals and businesses with high-conviction, actively managed portfolios tailored to each client’s goals.

What Makes Us Different

  • 📌 Independent—no proprietary products or hidden commissions
  • 📌 Institutional-quality strategies built for individuals
  • 📌 Evergreen portfolio that adapts as goals evolve
  • 📌 Full fiduciary duty—your interests always come first

Technology and AI Meet Personalization

At RollingWave Capital, innovation is at our core. Our proprietary AI model isn’t just a buzzword — it’s a powerful tool that helps us uncover hidden opportunities, analyze risk more effectively, and build portfolios tailored to your unique goals. It’s one more way we deliver beyond the traditional advisory model.

How We Work

  1. Complete your Investment Profile—so we understand your unique goals.
  2. We build and activate a custom portfolio built for performance, flexibility, and protection.
  3. Ongoing oversight and adjustments as markets and life evolve.

RollingWave Capital is a fee-only, independent investment advisor based in Palm Beach Gardens, Florida. We design actively managed portfolios built around each client's unique goals, risk tolerance, and values. Whether you're preparing for retirement, growing a business, or managing new wealth, our fiduciary commitment means your interests always come first.