Wu Advisory Group
@wuadvisorygroup.com
Wu Advisory Group offers comprehensive financial planning, focused on financial education, asset positioning, retirement planning, and wealth preservation.
Wu Advisory Group's Company Logos
Wu Advisory Group's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#000000
Black
0, 0, 0
0, 0, 0
0, 0, 0, 100
#CCCCCC
Silver
204, 204, 204
0, 0, 80
0, 0, 0, 20
#00008B
Navy Blue
0, 0, 139
240, 100, 27
100, 100, 0, 45
About Wu Advisory Group
Wu Advisory Group provides financial planning and investment guidance, with a particular focus on people changing jobs or navigating major career transitions. Led by William Wu, a CFP® with an MBA and more than 15 years of capital markets experience, the firm helps clients understand how a new role or career shift may affect retirement plans, equity compensation, benefits, taxes, and cash flow. Its planning process identifies these changes, develops strategies suited to a client’s new circumstances, and connects decisions to broader financial goals.
Services include financial guidance, financial planning, investment management, wealth preservation, retirement planning, and customized investment strategies. Support may include evaluating 401(k) rollover options, reviewing stock option or restricted stock unit vesting schedules, adjusting budgets for changes in salary or bonuses, and addressing health coverage gaps. The firm also considers clients’ wider responsibilities and priorities, such as emergency savings, debt management, and supporting both children and aging parents.
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Finance
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