Build Wealth, Protect Your Legacy!
Build Wealth, Protect Your Legacy!
tax-free lifetime passive income & small business pension specialists
We don’t just talk about financial freedom, we help guide you to achieve it with our WealthQuant Blueprint. Our tailored strategies empower individuals, families, and business owners to build wealth, minimize taxes, and secure their legacies for future generations.
Build Wealth, Protect Your Legacy!
tax-free lifetime passive income & small business pension specialists
TAX-FREE LIFETIME PASSIVE INCOME &
SMALL BUSINESS PENSION SPECIALISTS
We don’t just talk about financial freedom, we teach you how to achieve it. Our tailored strategies empower individuals, families, and business owners to build wealth, minimize taxes, and secure their legacies for future generations.
4-step plan to build tax-free lifetime passive income
1
Free Consultation
Receive a Retirement Assessment Report to explore your potential income streams.
2
Custom Blueprint
Get a personalized, tax-free income strategy aligned with your goals
3
Trust & Will Setup
Secure your legacy with our affordable trust and will arrangements.
4
Ongoing Support
Benefit from complimentary annual financial reviews and our done-for-you passive income management.
READY TO GIVE US A TRY?
Schedule a Demo to Get Your WealthQuant Blueprint!
Schedule a session with us today and start your journey toward a Tax-free Lifetime Passive Income.
Simply click the button below to view available dates and book your appointment.
4-step plan to build tax-free lifetime passive income
Schedule a Demo to Get Your WealthQuant Blueprint!
Schedule a session with us today and start your journey toward a Tax-free Lifetime Passive Income.
Simply click the button below to view available dates and book your appointment.
About wealthquant
Engineered for Wealth
WealthQuant empowers individuals, families, and businesses to confidently navigate the complexities of their financial journeys.
Wealth building isn't just about investing-it's about strategic planning that aligns with your goals.
At WealthQuant, we provide a structured, expert-backed approach to help high-net-worth individuals and business owners reduce taxes, protect assets, and accelerate financial growth. With our proven strategies, you can maximize your legacy while maintaining financial security.
services we offer
Your financial journey starts with the right strategy. Let’s create a plan that works for your unique goals, values, and future.
Tax Optimization Strategies
We take a proactive approach to tax optimization, helping you minimize liabilities and maximize savings so you can keep more of what you’ve worked hard to build without unnecessary complexity or last-minute surprises.
Retirement Planning
We help you design a retirement plan that aligns with your lifestyle and long-term goals, ensuring you have financial security and peace of mind for the future.
Asset Protection
We create tailored asset protection strategies to safeguard your wealth from unforeseen risks, giving you confidence that what you’ve built remains secure for you and your loved ones.
Estate Planning
We help you structure a thoughtful estate plan that preserves your wealth, honors your wishes, and ensures a smooth transition for future generations.
Charitable Giving
We help you create a charitable giving strategy that aligns with your values, maximizes tax benefits, and leaves a lasting impact on the causes that matter most to you.
Business Succession
We guide you through a seamless business succession plan that protects your legacy, ensures continuity, and aligns with your long-term vision for the future.
TESTIMONIALS
What Our clients say about us
"Some of these things I had spent hours researching, but she knew the answers right away."
"Ginger helped me get a much clearer picture of my financial health and whether I was actually on track for retirement. I had been saving, but I didn’t really know when I could retire or if I was saving the right way. That uncertainty was always there, and it made it hard to know if I could actually enjoy my money now or if I needed to keep being overly frugal. She helped me step back and see the big picture. She showed me a projection of where I stood, which gave me a lot of peace of mind. I feel much more confident now that I’m on track, and I don’t have to stress about every little expense. She also helped me move an old annuity that wasn’t doing well into a better plan, and she introduced me to strategies like IULs and the Mega Backdoor Roth. Some of these things I had spent hours researching, but she knew the answers right away. Ginger is extremely knowledgeable, especially when it comes to tax-efficient strategies for high earners. She understands how to legally minimize taxes and maximize investments, which was exactly what I was looking for. If you’re a high earner and want a more strategic way to grow and protect your wealth, I’d highly recommend working with her. I found her advice to be very valuable."
- Tommy Yuan
"She holds both of us accountable for staying on track with real progress and regular check-ins"
"I can’t say enough good things about Ginger as my financial advisor. I’ve worked with a few advisors in the past, but they never lasted because their advice was all pretty generic. I’ve got the basics of my finances covered, and Ginger took the time to really understand my goals and offer strategies and options that went far beyond the usual advice to help me reach some pretty ambitious targets. On top of that, Ginger takes the time to explain complex financial instruments in a way that makes sense to me. It’s clear that she wants me to fully understand the decisions we’re making together. It feels like we’re partners in this process, and she holds both of us accountable for staying on track with real progress and regular check-ins. I really appreciate the time and effort she puts into making sure we’re headed in the right direction."
- Jamie Chou
"Her deep knowledge and personalized approach made the process smooth and easy to understand"
"I had the pleasure of working with Ginger at WealthQuant, and I couldn’t be more grateful for her guidance. She not only helped me plan my life insurance but also provided invaluable insights into retirement planning, wealth management, and investment strategies. Her deep knowledge and personalized approach made the process smooth and easy to understand. Thanks to her expertise, I now have a solid financial plan that aligns with my long-term goals. I highly recommend WealthQuant to anyone looking for a trusted partner in financial planning!"
- Felix Lin
ready to build wealth?
Talk to a specialist to get Your WealthQuant Blueprint!
Schedule a session with us today and start your journey toward a Tax-free Lifetime Passive Income.
Simply click the button below to view available dates and book your appointment.
What Our clients say about us
Ginger helped me get a much clearer picture of my financial health and whether I was actually on track for retirement. I had been saving, but I didn’t really know when I could retire or if I was saving the right way. That uncertainty was always there, and it made it hard to know if I could actually enjoy my money now or if I needed to keep being overly frugal. She helped me step back and see the big picture. She showed me a projection of where I stood, which gave me a lot of peace of mind. I feel much more confident now that I’m on track, and I don’t have to stress about every little expense. She also helped me move an old annuity that wasn’t doing well into a better plan, and she introduced me to strategies like IULs and the Mega Backdoor Roth. Some of these things I had spent hours researching, but she knew the answers right away. Ginger is extremely knowledgeable, especially when it comes to tax-efficient strategies for high earners. She understands how to legally minimize taxes and maximize investments, which was exactly what I was looking for. If you’re a high earner and want a more strategic way to grow and protect your wealth, I’d highly recommend working with her. I found her advice to be very valuable.
-Tommy Yuan
I can’t say enough good things about Ginger as my financial advisor. I’ve worked with a few advisors in the past, but they never lasted because their advice was all pretty generic. I’ve got the basics of my finances covered, and Ginger took the time to really understand my goals and offer strategies and options that went far beyond the usual advice to help me reach some pretty ambitious targets. On top of that, Ginger takes the time to explain complex financial instruments in a way that makes sense to me. It’s clear that she wants me to fully understand the decisions we’re making together. It feels like we’re partners in this process, and she holds both of us accountable for staying on track with real progress and regular check-ins. I really appreciate the time and effort she puts into making sure we’re headed in the right direction.
-Jamie Chou
I had the pleasure of working with Ginger at WealthQuant, and I couldn’t be more grateful for her guidance. She not only helped me plan my life insurance but also provided invaluable insights into retirement planning, wealth management, and investment strategies. Her deep knowledge and personalized approach made the process smooth and easy to understand. Thanks to her expertise, I now have a solid financial plan that aligns with my long-term goals. I highly recommend WealthQuant to anyone looking for a trusted partner in financial planning!
-Felix Lin
Frequently asked questions
What makes WealthQuant different from other financial services?
At WealthQuant, we focus on tax-efficient financial strategies to help high-income earners and business owners minimize taxes and create long-term financial security. We do not manage investments; instead, we help structure financial strategies using IRS-compliant tax optimization methods and financial products.
Do you manage investments or provide investment advice?
No, we do not provide investment advice or manage assets. Instead, we help clients structure their financial strategies by leveraging tax-efficient financial products, such as properly structured life insurance plans, and collaborating with CPAs and tax professionals.
What kind of clients do you work with?
We work with business owners, professionals, and high-income earners ($250K+) who are looking for ways to reduce tax burdens, optimize their financial structure, and build a more secure financial future. If you're paying over $100K in taxes annually, we can explore strategies that may help you legally and efficiently manage your tax exposure.
How can I reduce my taxes legally and effectively?
Many people unknowingly overpay in taxes because they don’t have a structured plan. We specialize in tax-efficient financial planning, using IRS-compliant strategies such as proper business structuring, defined benefit plans, and tax-advantaged financial tools. We work alongside your CPA to ensure compliance and effectiveness.
Can you help me retire early?
We focus on financial independence planning, helping clients explore strategies that may accelerate their ability to stop working when they choose to. By structuring finances properly, many clients position themselves to reach their financial goals sooner while keeping more of their wealth in a tax-efficient way.
What’s the best way to create tax-efficient retirement income?
Most traditional retirement accounts, such as 401(k)s and IRAs, come with tax obligations. We help clients explore alternative, tax-advantaged financial strategies, such as structured insurance solutions that allow for tax-efficient accumulation and access to capital. While some financial vehicles offer tax-free benefits, we always recommend working with tax professionals to determine what’s best for your situation.
How much do your services cost?
We do not charge Assets Under Management (AUM) fees or hourly rates. Instead, our planning services are typically covered through the financial solutions we implement. For many clients, there is no direct out-of-pocket cost for financial planning.
I already have a CPA. Why do I need WealthQuant?
CPAs primarily focus on tax compliance and filing—ensuring you follow IRS rules. We specialize in financial structuring and strategic planning, helping you position your finances to be more tax-efficient for the future. We often collaborate with CPAs to create a comprehensive plan that aligns with your long-term financial goals.
How do I get started?
The first step is a complimentary strategy session where we assess your financial goals and explore potential tax-efficient financial strategies. If it’s a good fit, we’ll help guide you through implementation with your CPA or legal team to ensure everything is structured properly.
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