Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Tony Wong

Managing Partner


Like many New Yorkers, Tony and his family are first-generation immigrants. Having worked part-time in restaurants and garment factories as a teenager, he’s seen firsthand the struggles that families go through trying to make ends meet. These experiences helped him realize that he wanted to make a difference in people’s lives and help them get to where they want to be financially. He followed through with what he set out to do and became a financial advisor.   

Professionally, Tony has worked in many leading Wall Street institutions in his 25 years career, including companies like UBS/Paine Webber, TD Ameritrade, HSBC Securities, MetLife, and MassMutual. During that time, he navigated his clients through the Asian Market Crisis of the 90s, the tech/dotcom rise and subsequent bubble burst. He has personally lived through the devastating attack of 9/11 and its aftermath on the financial market; similarly steered his client through the real estate boom and crisis of 2008. With the Global Pandemic of 2020 upon us, the importance of experience and professional guidance matters more than ever.

Through these changing markets, Tony realized one thing that is constant, proper planning and a solid financial plan remain the cornerstone to protecting your family. People say one can’t build a house without a blueprint, and one certainly shouldn’t invest without a plan. Planning sounds simple, but it is hardly the case. Tony has found that being a Certified Financial Planner™ helps him further understand his clients’ needs and allows him to be qualified to assist with creating a financial plan. Whether it is educational, business planning, insurance protection, estate preservation, retirement or wealth accumulation, his team of advisors will be more than glad to assist each client with developing a custom plan and structuring comprehensive solutions to fulfill their financial goals.

Outside of office, Tony enjoys a weekly game of basketball along with all types of outdoor activities. Most of all, he loves spending time with his lovely wife and his three daughters. Family is everything to Tony. His biggest achievement in life is to be able to bring happiness to his family, to protect them, and to be financially independent. He hopes to help all his clients achieve the same.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.