Our Story
Dragon Wealth is a premier financial planning advisory and wealth management firm. We are dedicated to helping our clients achieve their financial goals through personalized guidance and strategic investment solutions.
At Dragon Wealth, we believe in the power of financial planning to transform lives. Our team of experts is committed to providing comprehensive financial advice, tailored to meet the unique needs of each client. With a focus on long-term wealth creation and protection, we empower individuals and businesses to secure their financial future.
Our company was founded on the principle of delivering exceptional financial services with integrity and transparency. We take pride in our client-centric approach, ensuring that every decision made is in the best interest of those we serve.
Discover the Dragon Wealth difference and let us guide you towards a future of financial success.
Our Team
Michael Chang
Owner
With a wealth of experience in financial planning and investment management, Michael leads our team with a vision to empower individuals and businesses to achieve their financial aspirations.
Sophia Lee
Senior Financial Consultant
Sophia brings a deep understanding of wealth management and retirement planning, ensuring that our clients receive expert guidance in securing their financial future.
David Kim
Investment Analyst
As our dedicated investment analyst, David leverages his expertise to identify strategic investment opportunities that align with our clients' financial objectives.