- Wealth Compass Financial - Guiding You in Wealth
- 778 873 7396
- [email protected]
WE THRIVE ON SUCCESSES THAT EMPOWER YOU TO
LIVE THE LIFE YOU'VE EARNED.
OUR MISSION
Navigating Financial Success Together
At Wealth Compass Financial, our mission is to guide you toward financial freedom with personalized strategies, empowering you to live with confidence, security, and peace of mind.
ABOUT US
What Sets Us Apart
We’re passionate advocates for your future, guiding you towards a life of security, prosperity, and fulfillment.
Personalized Care as a Trusted Partner
At Wealth Compass, we treat each client like a close friend, offering personalized advice and genuine support to help you achieve your financial goals with confidence and trust.
Tax-Smart Financial Plans
Wealth Compass designs financial strategies that help clients reduce tax burdens, ensuring that more of their wealth is preserved and grown over time.
Industry Competitive Rates
Leveraging strong industry partnerships and advanced technology, Wealth Compass provides clients with timely financial solutions and access to competitive rates, ensuring both efficiency and value.
Our Approach
Our commitment to personalized service is at the heart of everything we do. We begin by understanding your unique dreams and ambitions, allowing our team of advisors to tailor financial strategies that resonate with your personal journey. We are dedicated to empowering you with the knowledge and unwavering support necessary to navigate your financial decisions with confidence.
Our Services for Lasting Success
A financial plan is like a road map. It shows you where you are and how to get to where you want to be.
Comprehensive Financial Planning
From retirement planning to cash flow management, we provide strategic guidance to ensure your financial goals become a reality.
Investment Portfolio Management
Through meticulous analysis and strategic asset allocation, we aim to optimize returns while safeguarding your investments against market volatility.
Estate Planning and Trusts
From wills to charitable trusts, we safeguard your wishes and minimize tax implications, ensuring a smooth transfer to future generations.
Customized Banking and Lending Needs
We provide personalized advice on managing cash flow, optimizing debt structures, and accessing premier lending solutions.
Family/Business Legacy
We develop comprehensive strategies for succession planning, governance, and asset protection.
Philanthropy
We collaborate with you to develop strategic philanthropic plans that align with your values and financial objectives.
Insurance Planning
We assess your risk exposure and design tailored insurance solutions to protect your income, assets, and loved ones.
Tax Planning
We develop proactive strategies to minimize tax liabilities and optimize tax savings opportunities.
Meet Our Team
WEINA ZHANG
Financial Security Advisor
BI YU MAI
Founder, Financial Security Advisor
WEINA YU
Co-founder, Financial Security Advisor
JUDY WU
Co-founder, Financial Security Advisor
NICK CAO
Financial Security Advisor
ANSON DONG
Financial Security Advisor
EMILY JIN
Financial Security Advisor
CATHY LIU
Financial Security Advisor
MAGGIE LU
Financial Security Advisor
MARGARET TAM
Financial Security Advisor
ZHENG XIE
Financial Security Advisor
Connect With Us
Latest News Coming
CLIENT SATISIFICATION
Wealth is not about having a lot of money; it’s about having a lot of options.
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