Jessica Y Wong

You’ve worked hard to accomplish everything you have in life, and your success has opened many doors and opportunities. As your wealth has grown so has the complexity of managing and protecting it.

My team and I help people just like you achieve financial clarity, confidence and peace of mind. Utilizing an educational approach, we’ll help you understand exactly where you are, define where you’re going, and evaluate all of the possible paths to get there. Our goal is to give you the strategic guidance you need to make well-informed decisions that are in alignment with your goals, values, and tolerance to risk.

A central part of our approach is helping you make sure you have the right people at the table who have the expertise you need to accomplish your objectives. That may include people you’re already working with, such as your accountant or attorney, and it may include new people as well who we bring to the table as subject-matter experts. Either way, you can rest assured that we’ll be by your side every step of the way to make sure everyone is working together harmoniously for your benefit.

Reach out and let's have a chat to work towards clarifying and achieving your goals together.

Warm Regards,

Jessica

You’ll spend decades saving for retirement, but the ability to live the life you envision when you’re actually in retirement takes more than setting aside a certain amount of money. What steps can you take to help ensure your money lasts long enough? Watch this video to learn the six most common risks that can impact your financial security in retirement.