Brian Y. Wong, CFP®, CPWA®, CPFA

Forbes "Best-in-State Wealth Management Teams" - Jan 2024 Named to the 2024 Forbes "Best-in-State Wealth Management Teams" list as a member of the Ortolani, Wong and Associates team Published on January 9, 2024. Rankings based on data as of March 31, 2023.**2024 Forbes "Best-in-State Wealth Management Teams " list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials… Show more Named to the 2024 Forbes "Best-in-State Wealth Management Teams" list as a member of the Ortolani, Wong and Associates team Published on January 9, 2024. Rankings based on data as of March 31, 2023.**2024 Forbes "Best-in-State Wealth Management Teams " list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC. Show less

Forbes "Top Next-Generation Wealth Advisors Best-in-State" - Aug 2023 Named to the 2023 Forbes "Top Next-Generation Wealth Advisors Best-in-State" list Published on August 8, 2023. Rankings based on data as of March 31, 2023.* *2023 Forbes "Top Next-Generation Wealth Advisors Best-in-State" list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof… Show more Named to the 2023 Forbes "Top Next-Generation Wealth Advisors Best-in-State" list Published on August 8, 2023. Rankings based on data as of March 31, 2023.* *2023 Forbes "Top Next-Generation Wealth Advisors Best-in-State" list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook's rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Show less

Forbes "Best-in-State Wealth Management Teams" - Jan 2023 Named to the 2023 Forbes "Best-in-State Wealth Management Teams" list as a member of the Ortolani, Wong and Associates team Published on January 12, 2023. Rankings based on data as of March 31, 2022.**2023 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance… Show more Named to the 2023 Forbes "Best-in-State Wealth Management Teams" list as a member of the Ortolani, Wong and Associates team Published on January 12, 2023. Rankings based on data as of March 31, 2022.**2023 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Show less