About Michelle

Michelle Wang works in close partnership with Wealth Advisors to propose, advise and implement investment strategies for their clients. She is dedicated to bringing a high level of service to clients and assisting in many areas beyond their financial lives. She works seamlessly alongside external accountants and lawyers, and taps her professional network to build trusted relationships with investors. Her ability to provide value-added services helps foster deep and long-term relationships with clients.

Previously, Michelle worked as a paralegal at a well-established, multiservice law firm in Seattle. She also held a leadership role in a nonprofit organization supplementing state and city programs to enhance business development in the local Asian community.

A graduate of Indiana University, Michelle earned a Bachelor of Arts in Studio Arts and Communications. She was born in Nanjing, China, and is fluent in Mandarin.

Insights

Investing

Digesting the Fed’s ‘pause’

June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Investing

Eye on the Market: Letters to the Editor

June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
Investing

May jobs report: Labor market continues to be strong

June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
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