Elevate Your Wealth.
Beyond the Business.
Comprehensive wealth management built for business owners, real estate investors, and the women who build alongside them. Based in Flushing, NYC — serving clients across the nation.
What We Do
Integrated Wealth Management Built Around Your Life
Most advisors see your investments. We see the whole picture — your business, your real estate, your family’s future. Our CPA + CFP foundation means your tax strategy and your wealth strategy work together from day one.
Investment Management
Personalized portfolios aligned with your goals, risk tolerance, and tax situation.
Business Owner Planning
Exit planning, retirement strategies, and tax-efficient structures for restaurant and real estate owners.
Comprehensive Planning
Full financial plan: estate, insurance, education, retirement — all coordinated for your household.
Your Advisor
From Wall Street to Your Corner of the World
After 15 years on Wall Street, in finance and tax, I founded Auriex to serve the community I know best — Chinese-American business owners, restaurateurs, and real estate investors who have built real wealth and deserve an advisor who truly understands their world.
I am one of you: a business-owning family background, a real estate investor myself, a licensed real estate agent, and a bilingual advisor based in Flushing, NYC.
Insights
Resources for Business Owners
How Restaurant Owners Can Reduce Their Tax Bill in 2025
Entity structure, depreciation, and retirement accounts — the strategies your accountant may not be mentioning.
529 vs. Real Estate: Building Generational Wealth for Your Children
A practical guide for immigrant families balancing property investment with education savings.
Taking Control: A Financial Independence Roadmap for Professional Women
Your income is significant. Here's how to make sure your financial plan reflects that.
© 2026 Auriex Wealth Advisors LLC · Registered Investment Advisor
Form ADV Part 2 available upon request · Investment advice involves risk · Past performance does not guarantee future results.Auriex Wealth Advisors LLC is a Registered Investment Advisor. All information provided is for informational purposes only and does not constitute investment advice.Quick Links
Form ADV Part 2
Flushing, Queens · New York City