SHUYI KONG WEALTH MANAGEMENT, INC.

Overview

Shuyi Kong Wealth Management, Inc. is a small, privately owned advisory firm focused on individual and family clients. The firm combines portfolio management for individuals and small businesses with insurance brokerage services and charges fees based on a percentage of assets under management. Its investment approach is tilted toward publicly available pooled products—primarily mutual funds—while supplementing client portfolios with allocations to real estate, commodities and oil & gas through third‑party managers or funds. The adviser is not positioned as an ESG investor, does not act as a pension consultant, and operates as a single‑state adviser under an individual owner structure.

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Investments & Alternatives

Location & Offices