Gregory | Wei Wealth Counsel’s clients have a variety of backgrounds, but they all share one common goal of fulfilling the potential of their wealth and its impact on the lives of their loved ones.
We work best with busy, advice-seeking business professionals, medical and dental specialists, small business owners, but more importantly those that appreciate and value an organized, coordinated, and pro-active team around them. Our ability to help our clients prioritize and manage their challenges is in our team’s skillfulness in understanding individual expectations, family dynamics, and varying timelines.
In everything that we do, transparency comes first. Our value goes beyond the financial statement, it’s in the personal guidance and advice that is tailored to the life aspirations of you and your loved ones. Trust is earned, value is in the details.