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  • Writer's pictureJiayi (Kristy) Xu, MBA, CFP®

Global Wealth Harbor is now adding a new category of advisory service!

In addition to our investment management service and project-based financial planning service, we now offer access to financial planning advice as a monthly subscription. The subscription-based financial planning service offers more flexibility to clients who want to manage their finances themselves, but at the same times would like to have access to the expertise of a financial advisor. Our monthly subscription financial planning services will give you access to ongoing financial planning advice, semi-annual or quarterly review meetings, as well as all the educational resources Global Wealth Harbor generates or contributes to.


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New Office Locations for In-Person Meetings

Starting February this year, we are adding new office locations for in-person meetings for our Bay Area clients and prospective clients! When you book your introductory meeting or review meeting on ou

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