Wil Wong
MBA
Helping you align Faith, Family and Finances
State(s) Licensed: MN, WI
3001 Broadway St Suite 610
Minneapolis, MN 55413
Helping you align Faith, Family and Finances
State(s) Licensed: MN, WI
Let's put your plans in motion
As an Associate with Capital Associates, I partner with you to help manage and steward your finances. I start by taking the time to fully understand the values you live by and help you identify what is most important. We will develop a clear and comprehensive financial strategy that aligns goals and objectives to your values. Together we can help you:
- Strengthen your financial position
- Create a multigenerational wealth plan
- Prepare for unexpected illness, injury or loss
- Invest with purpose and manage your assets
- Explore tax-efficient ways to manage your money
- Save and prepare for income in retirement
- Plan to pass on a meaningful legacy
Working collaboratively, we will build a foundation for your financial goals with careful guidance, strategy and values-based planning.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Minneapolis Office
- Phone:
- 651-287-9420
- Fax:
- 866-201-6316