Our Mission

Our mission at Lin Wealth Management is to educate and inspire our clients by helping them understand investment and insurance resources, developing a financial plan catered to their lifestyle and aspirations, and encouraging them to maintain and grow their portfolios.

Finding Financial Security

At Lin Wealth Management, we help professionals get ahead - and stay ahead - in the financial game of life. Whether you are single and hitting your professional stride, a first-time home buyer starting your family, or already established, now is the time to invest in you and your family’s thriving. It's important to protect what you've built and who you love, even if it’s all for yourself!

To reach financial success, you begin by sifting through an endless sea of information to determine which financial moves are right for you. This is coupled with rapid shifts in the financial climate, market, and tax considerations that can make your head spin. We understand that it can be daunting to take your first steps towards making big financial decisions.

The good news? As experienced, confident, and action-oriented financial planning professionals, Lin Wealth Management will help you navigate those shifts. In fact, we encourage our clients to dream bigger. Lin Wealth Management will help you open doors that you didn’t even know you had! We want you to have everything you want out of life. Like a family, our team will support and encourage you when you need it, but we’ll also hold you accountable to your goals. Why? Because without accountability, goals are just dreams.

Here's How It Works

First, let's have a conversation. Schedule your free consultation by clicking our scheduling link below. Our team will follow up with you within 48 hours. 

After we learn about you, your goals, and dreams for the future, we will present our recommendations. We'll guide you through determining what the next, best steps look like for you.

Last, but certainty not least, we will implement a unique combination of measures that cater to you. 

Working with Lin Wealth Management ensures you will receive candid dialogue, attentive in-person interaction, and engagement for determining a comprehensive financial plan suited to your needs and aspirations. 

We're Top Ranked by Forbes

Forbes has recognized Qunnie Lin as one of the top financial security professionals in New York City. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn't have been possible without you. 

Forbes Best-In-State Top Financial Security Professionals (2024)

Forbes Best-in-State Top Financial Security Professionals list (July 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2023.

Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.

Areas of Expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

Why Finding the Right Balance is Key to Financial Wellness

Check out this article to learn why I believe finding the right balance is the key to achieving personal financial wellness.

Advisor provides advice on personal financial wellness

Boost Your Financial Knowledge

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4