Estate planning is the process of arranging for the management and transfer of your assets during your lifetime and after. It ensures your wishes are honored, your loved ones are protected, and your legacy endures on your terms.
At W Wealth Strategies, we go beyond basic documents. We integrate your estate plan with your overall financial picture so every piece works together seamlessly.
We help you structure legally sound wills and trusts, revocable living trusts, irrevocable trusts, testamentary trusts, designed to protect your assets and direct their transfer clearly.
Through gifting strategies, charitable vehicles, and trust structures, we help you legally reduce estate and gift taxes, keeping more of your wealth in your family's hands.
We audit your retirement accounts, insurance policies, and investments to ensure beneficiary designations align with your estate plan, avoiding costly conflicts and delays.
Designate trusted individuals to make financial and medical decisions on your behalf if you become incapacitated, protecting you and sparing your family impossible choices.
Create a lasting impact with donor-advised funds, charitable remainder trusts, and foundation strategies, leaving a legacy that reflects your values.
If you own a business, we'll help you plan a seamless transition, protecting its value, your family's income, and your employees' futures through buy-sell agreements and succession strategies.
Frank Wong is a principal of W Wealth Strategies LLC and a seasoned financial professional with decades of experience helping individuals and business owners build, protect, and transfer wealth. Based in New York, he specializes in retirement planning, pre-divorce financial planning, wealth management, and investment planning for privately held businesses.
Frank holds a B.S. in Business Management from Syracuse University and earned his Certification in Financial Planning. His commitment to financial education runs deep, he served as an adjunct professor at Pace University, preparing students for the CFP exam, and taught the Certified Employee Benefits Specialist (CEBS) course at Rutgers University. W Wealth Strategies also brings that educational mission directly to the community, offering financial lectures and seminars at local universities and corporations.
We examine your entire financial picture, investments, retirement, insurance, and business interests, before recommending any estate strategy.
Tax laws change. Life changes. We review your estate plan regularly and reach out when updates are needed, before they become problems.
Clear explanations, no pressure and a New York office where planning feels simple, not stressful.
We work directly with your estate attorney and CPA so your legal, financial, and tax strategies are perfectly aligned, not in silos.
I am so thankful that we found Richard. He is absolutely fantastic and I highly recommend him for all your estate planning needs. He walked us through everything from start to finish and explained it all really clearly. Really loved working with him.
I experienced complete assistance while building my trust. Their familiarity with elder law offered me the assurance I needed to make preparations. Amazing!!
Sergio Yousef
Susan D.
Richard Seff is the best of the best. He is extremely knowledgable, patient, and kind. I highly recommend him for anyone looking for help with estate planning or trusts. You will be in excellent hands.
Jane D.
Peace of mind starts with a simple conversation. Call us or book your free consultation online to speak with a dedicated team. We will walk you through your options, explain the next steps clearly, and help you create a plan that protects you and your family with confidence.
150 West 56th Street, Suite 4012, New York, NY 10019
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