"What an incredible honor - my award also goes to those inspirational individuals who have guided and mentored me in my many years or service. Thank you to those who have helped maker this possible as their contribution to my success is why I am decided to what I do and what I aspire to be as a women in this field." - Cindy 

Our Team Philosophy


We know your needs are unique, which is why our personalized and comprehensive wealth management approach is so key to your success. As a disciplined and professional team, we take the time to fully understand where you are today financially, and where you would like to be in the future. We work closely with you to develop strategies and plans to help you reach those goals—an approach that includes investments, tax planning, estate planning and legacy creation. If you’re looking for wealth management for your business, yourself, your family or your charitable organization, our team may be the right fit for you. Contact us today. Our multilingual staff can assist you in English, Cantonese and Mandarin.

Meet the team

Learn more

Our services

Learn more

Community

Learn more

Get started!

Learn more