Focus on
Steady Growth of Wealth

Our company can assist you with any aspect of investment management

Our Services

Wealth Management

Understand your needs and goals and provide the most transparent and the highest quality wealth management services along with the growth of your and your family’s wealth

Capital Raising

Big or small, we have raised equity for an extensive network of accredited investors. We also underwrite projects using our extensive financial knowledge to help issuer raise capital smoothly.

Training & Education

We are open to hire new team to join us. We will provide intensive training to help you be licensed. We will also provide consistent training on different aspect of financial knowledge

Our Mission

  • To have a positive influence on clients’ lives and the communities in which we serve. 
  • Base everything and anything upon clients’ interests and provide quality and value-added financial services. 

Our Promises

  • We are committed to dedicatedly and fairly screening of better investment managers and premium investment products for our clients
  • We promise to conduct in-depth research on the underlying assets corresponding to each product and to focusing on the continued performance of the investment management team and products
  • We are committed to directly and long-term client communication with sharing so that clients can understand the product’s key information and insides through screening and investment management processes
  • While we can’t commit to the final performance of asset allocation, we promise to practice integrity

Meet Our Team

Nancy Wei

Founder, President & CEO, CCO

Frederick Lau


Frank Huang

Chief Marketing Officer, Dealing Representative

Emily Ding

Compliance Officer,  Dealing Representative

Our Partners