There are certain moments that change the course of our lives. Specific people that transform us. And a distinct flow that takes hold when things are in sync and alignment. While wealth isn’t what truly matters, financial planning is fundamental to the way we experience and move through life.
Our team of highly credentialed advisors integrate personalized clients’ vision statements and values to guide the customized construction of your plan to properly implement the various strategies of investing, insurance, and tax efficient strategies that best suits your future.
We use a holistic and intention driven approach to illuminate decisions that can reduce the impact to you and your legacy. Our team’s coordination, expertise, and energy magnify the ability to place our client’s best interest at the center of our firm and this is what sets us apart.
When your values are clear, decisions are easy. Our team of specialized advisors are ready to coordinate knowledge and expertise for the layered needs of your multi-generational family. Building a durable legacy comes from working with a diligent firm.
Welcome to Waveform
We’re a multigenerational financial planning team rooted in Midwestern values and fueled by the energy of connection. An energy that radiates from within and builds from collaborating with others. We believe wealth management is more than a product or an investment portfolio. It’s embracing your most authentic life, realizing your wildest dreams, and making an impact on yourself, your family, and your legacy…all while having fun.
An award-winning team
Waveform Wealth Partners is proud to share that Forbes has recognized our team as a Best-In-State Wealth Management Team in Minnesota. Additionally, both Josh Willour and Dave Dettmann have been honored as Best-In-State Top Financial Security Professionals, with Josh also earning recognition as a Forbes Top Next-Gen Wealth Advisor. A heartfelt thank you to our dedicated team, incredible clients, and our partnership with Northwestern Mutual—this achievement wouldn’t be possible without your support!
Forbes Best-In-State Wealth Management Teams (1/2025), Data as of 3/31/24. Forbes “Top Next-Generation Wealth Advisors” list, (August 2024). Based upon data as of 3/31/2024. Forbes Best-in-State Top Financial Security Professionals list (July 2024, July 2023), based upon data as of December 31st of the preceding year. Research and ranking provided by SHOOK Research. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
As Seen in Forbes, Fortune, & Entrepreneur
Serving Clients Nationwide
Leveraging technology and the power of connection, Waveform is proud to serve clients across the country. Headquartered in Minnesota, we embrace Midwestern values while providing nationwide service.
