We partner with you to design a unique roadmap, filled with actionable steps, that help lead you to financial clarity, confidence, and the life you truly deserve and desire.
Our team has a single mission- to deliver meaningful solutions for the long-term well-being of our clients and the people who depend upon them.
In building our relationships, we listen, discuss, collaborate, and clarify. We combine that understanding with a thoroughly detailed analysis of our clients’ assets and financial resources. Our approach allows us to build an effective wealth management plan inspired by each client’s personal vision of a life well-lived.
Our CEO and Founder, Rick Hu is a globally recognized speaker and wealth management advisor. Rick has been recognized three years in a row as a Forbes Financial Security Professional in the nation and Best-in-State Financial Security Professionals in New York. Cheers to our tireless team & phenomenal clients – you made this possible.
Forbes Top Financial Security Professionals list (July 2023). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2022. Forbes Top Financial Security Professionals list (July 2022). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2021. Forbes Top Financial Security Professionals list (July 2021). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2020. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success..