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Asia America Wealth

A professional firm delivering integrated financial planning and execution for individuals, families, and micro-family-business owners

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Company Overview

Asia America Wealth, a subsidiary of Asia America Capital, focuses on providing comprehensive financial planning and implementation services for individuals, families, and micro-family-business owners. Since 2018 we have upheld a client-first philosophy, serving high-net-worth clients in and outside the United States with foundational wealth-management services that earned their trust and praise—paving the way for our formal launch and growth.

Tax-planning overview

Service Areas

Tax Planning

  • Our co-founders hold MBAs and served for years at two Fortune 500 firms, developing a strong client-service ethic, proactive communication style, and highly professional problem-solving approach.

Retirement Planning

  • Our co-founders hold MBAs and served for years at two Fortune 500 firms, developing a strong client-service ethic, proactive communication style, and highly professional problem-solving approach.

Trust & Estate

  • Custom pension plans: lifetime income
  • Asset roll-over: 401(k)/IRA into annuities
  • Diverse annuity options: fixed, indexed, variable
  • Prevent account depletion during retirement
  • Combine Social Security with annuities

Investment Planning

  • Cut capital-gains tax via portfolio optimisation
  • Estate-tax planning through trusts
  • Compliant reporting of overseas assets
  • Tax-saving tools: IRA, 401(k), Roth IRA
  • Annual tax reviews and strategy updates

Life Insurance & Annuities

  • Custom pension plans: lifetime income
  • Asset roll-over: 401(k)/IRA into annuities
  • Diverse annuity options: fixed, indexed, variable
  • Prevent account depletion during retirement
  • Combine Social Security with annuities

Charitable Planning

  • Cut capital-gains tax via portfolio optimisation
  • Estate-tax planning through trusts
  • Compliant reporting of overseas assets
  • Tax-saving tools: IRA, 401(k), Roth IRA
  • Annual tax reviews and strategy updates

Professional Certifications

  • Our co-founders hold MBAs, have years of Fortune 500 experience, and more than a decade of hands-on expertise in financial planning. Our team includes professionals with multiple credentials—CFP, EA, AEP, FINRA Series 7/66/24, and life-insurance licenses across several states.
Enrolled Agent (EA)
Certified Financial Planner (CFP)

Our Professional Staffs

Roger Wang

Roger Wang

Wealth Planner

CEO & Co-Founder, Asia America Fortune In
MBA | CFP® – Certified Financial Planner
EA – Enrolled Agent, U.S. IRS
FINRA Licensed Investment Advisor (Series 7, 66, and 24)
Licensed Life Insurance Agent in Multiple States

Roger Wang is the CEO and Co-Founder of Asia America Capital, with extensive expertise in wealth management, tax planning, and investment advising. He holds an MBA, is a Certified Financial Planner (CFP®), an IRS Enrolled Agent (EA), and is licensed by FINRA with Series 7, 66, and 24 certifications. In addition, he is licensed to provide life insurance services across multiple U.S. states. Roger is committed to delivering comprehensive, cross-border financial solutions for high-net-worth individuals and business owners.

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