Your Legacy, Thoughtfully Designed

HELPING YOU PRESERVE, GROW & DISTRIBUTE YOUR WEALTH

SERVICES FOR BUSINESSES AND FAMILIES

JW Insurance and Financial Services provides innovative, cutting-edge products and services to help you grow, protect, and conserve your wealth through every stage of life. Taking into account your needs, goals, and tolerance to risk, we will work with you to bring clarity to where you're going and how to get there.

BUSINESS PLANNING

PERSONAL PLANNING

INVESTMENT PLANNING

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FINANCIAL PLANNING

OUR DIFFERENCE

Not all financial professionals are the same. As a member agent of The Nautilus Group®, a service of New York Life Insurance Company, we provide access to specialized legal and tax resources, advanced planning strategies, and customized case analyses. This allows us to serve clients with sophisticated needs while always keeping their long-term goals at the center.

We are dedicated to thoughtful planning, careful analysis, and experienced guidance — all aimed at helping you gain clarity, confidence, and peace of mind in your financial journey.

What We Offer

Bilingual, Culturally Attuned Service

We proudly serve a diverse range of individuals and families, with years of experience helping Chinese families navigate complex financial matters. Our bilingual services ensure that every detail is communicated clearly and effectively.

Customizable Solutions

We take the time to understand your unique situation and design tailored strategies that reflect your value, priorities and aspirations.

Lifelong Guidance

From today’s important decisions to tomorrow’s legacy planning, we walk with you through every stage of life, building relationships that grow with you.