Our Services

Working For You

Benjamin W. Wong and our many qualified associates can help you with many aspects of your financial planning, from investment portfolio development and management to constructing retirement, tax and estate plans.

But developing investment strategies is only part of the picture. A personal financial planner can be available to assist you with the numerous financial decisions you are faced with daily. We want to be your "Personal Chief Financial Officer".

Our Client Services Include:

Financial Planning
   Fee Based Investment Advisory Services and Portfolio Management
   Pension Plan Design and Management IRA's and Annuities
   Retirement planning
   Pre-and post-divorce planning
   Tax planning
   Estate planning
   Insurance planning/risk analysis
   Charitable Strategies
   Incentive Stock Option Strategies