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

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
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