CHENG WEALTH MANAGEMENT, LLC
Achieve financial goals. Build a lasting family legacy
Retirement Planning
How much do you need to retire and live comfortably? What tools can we use to help you achieve your goals? I come alongside my clients to help strategize and then implement a robust retirement plan so that you can thrive in retirement.
Investment Management
Is your portfolio structured to meet your needs? Is it maximizing your return for the amount of risk your taking – at a fair cost? Investment management is the cornerstone of building wealth and here, I excel.
Legacy Building
What legacy do you want to leave – what social needs speak to your heart? After your children become adults, how should they view the wealth they enjoy? We are lucky to be wealthier than any generation in history. How you decide to handle this wealth after your passing will define your legacy.
Can wealth management help you reach your goals?
Schedule a free 1 hour consultation today
