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About Us

W Wealth Strategies LLC

OUR MISSION

“W Wealth Strategies was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and security to provide financial independence.”

-Frank Wong-
W WEALTH STRATEGIES

Is a full-service wealth management firm based in New York City and New Jersey.  We assist clients throughout the U.S. who value objectivity and a comprehensive approach to financial planning services. Our highest priority is to help maximize wealth accumulation and estate preservation strategies for our clients.

We recognize that our clients lead active and complex lives. They understand that managing their investments is more complicated and time-consuming than ever before. Working with specialized investment professionals helps provide them with a level of understanding and preparedness.

Our wealth accumulation and estate preservation strategies include coordinating our planning with tax, legal and insurance professionals. We follow a disciplined approach to balance risk and return, and help clients make smart decisions about money.

ABOUT US

W Wealth Strategies

We recognize that our clients lead active and complex lives. They understand that managing their investments is more complicated and time-consuming than ever before. Working with specialized investment professionals helps provide them with a level of understanding and preparedness.

Our wealth accumulation and estate preservation strategies include coordinating our planning with tax, legal and insurance professionals. We follow a disciplined approach to balance risk and return, and help clients make smart decisions about money.

FRANK WONG

Certified Financial Planner™ Professional

Frank specializes in the areas of Asset Protection, Wealth Management & Estate planning for individuals and owners of privately held businesses.

He is a principal of W Wealth Strategies LLC in New York. The firm offers financial and retirement planning seminars at local universities and for corporations.

He is a graduate with a B.S. degree from Syracuse University and earned his Certified Financial Planning. In addition, Frank was an adjunct professor at Pace University and was an instructor to students preparing for the CFP exam. Most recently, Frank taught at Rutgers University for the Certified Employee Benefits Certification (CEBS) course.

In addition to servicing his own clients, Frank was formerly an investment specialist and compliance officer for an independent Financial Planning firm. His responsibilities included the training, education, and supervision of over sixty associates.

He is a member of The Financial Planning Association and The Society of Financial Services Professionals. Frank resides in Bergen County with his wife and three children.

Investment Advisor New York

DAVID P HEITNER

Retirement Planning Representative

David joined W Wealth Strategies, LLC. as a Retirement Specialist working with small business owners.

As the founder of HEITS Building Services, Inc., David specialized in the building services industry for the last 15 years. His organization established over 150 franchises in over a dozen states producing a combined revenue of over $10 million. By systematizing the operations and implementing standard operating procedures, HEITS was awarded recognition by Inc. 500 as one of the fastest-growing building franchise in its industry.

Previously, David worked as a Financial Advisor with a major Wall Street brokerage firm focusing on wealth management for small business owners; David was awarded Rookie of the year during his first year in the NJ region. Prior to that, he held the position of Business Analyst for Dun and Bradstreet. Upon graduating from college, David got his first start working as an Account Executive for a well-known Life Insurance company.

He holds a BS degree from Bridgeport University. David is currently securities licensed and is pursuing his CFP certification.

Best Financial Advisors In New York

Why Choose Us

CFP® professionals

Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP® professional.

CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.

Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the highest standard of financial planning.

WE PROVIDE

help in the following areas

INVESTMENTS

Securities Brokerage services
Variable Annuities
Mutual Funds
Roth IRA
SEP IRA
Asset Allocation
ETF

FINANCIAL PLANNING

529 Plans
Estate Analysis
Non-Qualified Plans
Retirement Plans
401 (k) Planning
Profit Sharing Plans
Educational Seminars

INSURANCE

Disability Income Insurance
Life Insurance
Long Term Care Insurance