Mission at Wang Wealth Management

At our firm, we have our clients, and only our clients in mind. Our mission is to get to know and understand your needs, wants, and long-term goals, and focus on helping you achieve your goals.

We help you develop, implement, and monitor strategies that are designed to address your individual situation. We understand the challenges families and business owners face today. From managing wealth accumulation to saving for college to retirement to leaving the next generation a legacy, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. 

We help our clients develop financial strategies that seek to achieve some or all of the following:

Tax efficiency
Educational funding for client's children and grandchildren 
Fulfilling estate and legacy needs
Solutions for retirement income needs
Business retirement plan establishment and ongoing management
Equity-based compensation planning, including Section 83(b) election
Risk management and protection
Investment Design and Construction, Including ESG Investing
Life insurance planning, including supplemental retirement income through life insurance planning 
Long-term care insurance coverage, including the California Partnership Program
Disability insurance benefits

In addition, as a certified financial planner™ professional, Hana Xu Wang provides holistic and on-going financial planning and consulting services on an hourly-basis.