+1 (718) 674-4512 lyyyy12438@gmail.com
Brooklyn, NY (Serving Clients Globally)

Precision Wealth Management
for the Modern Era

Independent financial planning tailored to your life goals. Data-driven, transparent, and fiduciary.

Start Your Journey

100%

Fiduciary Standard

Global

Remote Capabilities

Custom

Tailored Strategies

Our Expertise

Holistic Financial Solutions

Investment Management

Constructing resilient portfolios using low-cost ETFs and diverse asset classes to maximize risk-adjusted returns.

Retirement Roadmaps

Detailed projections and withdrawal strategies to ensure your capital outlasts your retirement needs.

Tax Optimization

Strategic asset location, tax-loss harvesting, and Roth conversion analysis to keep more of what you earn.

Client Success

Proven Track Record

Tech Professionals

Structuring RSU & Stock Options

Helped a senior engineer diversify concentrated stock positions, reducing risk while maintaining growth potential.

Business Owners

Cash Flow Optimization

Designed a custom SEP-IRA plan for a freelance designer, saving $15k in annual taxes while boosting savings.

Retirees

Estate Preservation

Implemented a trust-based strategy to ensure seamless wealth transfer to the next generation.

Get In Touch

Let's Discuss Your Future

Phone

+1 (718) 674-4512

Mon-Fri, 9am - 5pm EST

Email

lyyyy12438@gmail.com

Office

Brooklyn, NY 11220

Meetings by Appointment Only

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