# Wu Advisory Group

- **Website:** <https://wuadvisorygroup.com>
- **Primary alias:** `wuadvisorygroup.com`

## Description

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.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idKtsJD--M/w/525/h/142/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1791316858157)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Black | #000000 | dark |
| Silver | #cccccc | light |
| Navy Blue | #00008b | accent |

## Fonts

- Helvetica Neue — asset _(custom)_
- Lato — asset _(google)_

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_Source: <https://brandfetch.com/wuadvisorygroup.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._