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Bringing You Authentic and Holistic Financial Guidance

Wealth Advisory Now

About

Wealth Advisory Now

We believe great financial planning starts with authentic connection. Money is personal, and so is the guidance you deserve. We take the time to understand your story, your values, and the life you’re working hard to build.

Our approach blends thoughtful investment management with holistic planning, seeking to align every strategy with your goals with clarity and purpose. We lead with empathy, communicate with transparency, and walk beside you through every season of your financial life.

Our mission is to help people feel understood, supported, and confident as they make decisions about their future. We provide personalized guidance designed to empower you with clarity and confidence in your financial journey.

Empowering Your Retirement

Meet The Team

Michael Henry

Partner

Matthew Hien Wu

Partner

Durendal Huynh

Partner

Senior Wealth Advisors

Learn More About

Our Financial Solutions

Our three-step planning process works to help identify and implement suitable financial strategies focused on addressing our clients needs and working toward their long-term goals and objectives for retirement. Click on a step below to learn more.

Our Approach

01

Start Smart

02

Apply Discipline

03

Communicate Progress

Our Financial Services

Wealth Management

Our goal is to develop strategies designed to provide income for the long term. We help build tailored, sustainable income plans for our clients that take all factors into account. Retirement is a significant milestone, and our process focuses on helping you manage your assets so you can focus more on your passions and the people you love.

Retirement Strategy Planning

Retirement savings strategies involve a comprehensive approach that balances consistent saving during your working years with potential tax-advantaged withdrawal strategies in retirement.

Key steps include fully utilizing tax-advantaged accounts, diversifying investments to help manage risk, and strategically evaluating the timing of Social Security benefits.

Tax-Efficient Planning

Benjamin Franklin said, “In this world nothing can be said to be certain, except death and taxes.” We can’t control the first, but we can help you potentially reduce the second.

Our clients enjoy a comprehensive review of their tax return, tax projections combined with proactive planning, tax reduction strategies, etc.

Income Planning

Through our retirement planning process, we will review your current income situation and analyze potential income in retirement. We work with you to develop a strategy designed to provide sustainable income throughout your lifetime. We’ll help you evaluate your Social Security options and seek to increase the benefits for your situation.

If you have a pension, we will guide you through the options available and help you make an informed decision. Our process also addresses other considerations, such as potential impacts from inflation, taxation, or the loss of a spouse.

Our Guides and Blog

Financial Educational Literature

Tax Planning Guide

Tax Planning Guide
Work to Help Reduce Your Taxes In This Year and The Future

Many retirees may be unfamiliar with how strategic planning can impact their financial health. This guide highlights how forward-looking tax strategies can help you preserve more of your retirement income and integrate tax efficiency into your overall financial foundation.


Legacy And Estate Planning Guide


Legacy And Estate Planning Guide

A strong retirement plan doesn’t end with you. It extends to the people and causes you care about most. This guide covers the fundamental aspects of estate and legacy planning, from wills and trusts to beneficiary designations and tax-efficient charitable giving. With a well-structured framework in place, you can work toward your goals and design a meaningful, lasting impact for the future.

Browse Our Blog

Annuity vs Index Fund – What’s the Difference?

In the investment world, there are multiple vehicles available to help individuals work toward their retirement income goals. Two such instruments are annuities and index funds. While they both play a part in a balanced portfolio, they are fundamentally different. […]


Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, [...]
June 22nd, 2026|

What’s a Risk Score?

Risk tolerance is an investor’s ability to remain invested during downward market cycles in exchange for a potential return.

It’s important that investors understand their risk tolerance so that they can help guide the design of their investment strategy. This approach looks to balance the investor’s desire for returns goals with their ability to stay confident and invested throughout market cycles.

To help investors understand their risk threshold we deploy a proprietary algorithm rooted in the well-known Value at Risk (VaR) measurement that helps us quantify their sentiment toward financial uncertainty, specifically their emotional tolerance with respect to the magnitude and speed of potential investment loss. This Analysis provides them with a VaR Score that can help determine if their existing portfolio aligns with their risk tolerance.

Risk-Tolerance

Intelligent, Disciplined Investing with AssetLock®

AssetLock® is Simplicity Wealth’s proprietary, investment portfolio monitoring service that delivers personalized communications to advisors and investors in a secure environment.

This technology keeps investors informed about the progression of their portfolio in accordance with their risk tolerance determined by the investor’s household portfolio VaR Score.

Contact Wealth Advisory Now

At Wealth Advisory Now, we believe strong financial planning is built on relationships. We take the time to understand your goals, concerns, and family dynamics—because financial planning isn’t just about numbers, it’s about life. Our team is committed to providing consistent, personalized guidance, ensuring you have a dedicated advisor who understands your long-term financial journey.

Schedule Your Complimentary Retirement Review

At Wealth Advisory Now our approach goes beyond investment management.
We focus on helping you strengthen your retirement strategy.

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