Wistaria Trading is an international consulting, business development, and advisory firm founded in 1991, with locations in North Miami Beach, Florida, and Tokyo, Japan. Its financial services focus on helping individuals, families, and businesses plan for greater financial security through personalized insurance and retirement solutions. The firm offers guidance on life insurance, disability coverage, long-term care, annuities, 401(k)s, and IRAs, as well as small-business protection.

It also supports retirement savings, estate planning, wealth accumulation, and charitable giving, developing tax-efficient strategies around clients’ circumstances and goals. Wistaria Trading coordinates planning with clients’ CPAs, bankers, and attorneys and works with A-rated institutions. Its approach emphasizes understanding individual needs, managing risk, and helping clients make informed decisions for the long term.

In addition to advisory services, the firm provides financial education through articles, life stories, and events covering topics such as retirement income, tax diversification, and Social Security. Wistaria Trading aims to help clients build financial independence and peace of mind for themselves and their families