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Wavewood Private Wealth

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Princeton
CRD Number
Website wavewoodpw.com
Client types

Overview

Wavewood Private Wealth is a Basking Ridge, New Jersey–based wealth advisory practice founded by Bob Schmidt with co-founders Katie Tacinelli and Nick Schmidt. The team delivers planning-led portfolio management for multi-generational families, executives, professionals, and philanthropic entities. Services span asset management, estate planning coordination, retirement and life planning, and style diversification. Wavewood operates as Wavewood Private Wealth &Partners, providing boutique, relationship-driven advice while leveraging &Partners’ trading, custody, and compliance infrastructure. Primary custody is through Fidelity’s National Financial Services (NFS), with comprehensive disclosures and client materials available via &Partners.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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