As a wealth advisor, I specialize in helping high-net-worth individuals and families navigate the complexities of financial planning. My services include investment management, tax planning, estate planning, and risk management - all designed to protect and grow wealth across generations.
I have a deep commitment to serving Chinese-speaking clients, offering culturally informed guidance in Mandarin and Cantonese. I assist with retirement savings strategies, establishing trust accounts, and navigating both U.S. and international tax considerations. My understanding of Chinese culture and fluency in the language allow me to provide personalized, respectful, and effective financial solutions.
At LourdMurray, we use Fidelity as our custodian, ensuring secure and transparent account management for our clients.
