As a Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®), I specialize in building investment strategies that align with your unique goals, risk appetite, and long-term vision.
My expertise lies in delivering comprehensive, research-driven portfolio solutions—tailored to each client. From alternative investments like carbon credits and private markets to tax-efficient wealth structures, every plan I create is backed by thorough market analysis, active risk management, and disciplined diversification.
Whether you're a high-net-worth individual, business owner, or family stewarding legacy capital, I help you:
○ Generate sustainable passive income
○ Optimize for growth in volatile markets
○ Future-proof multi-generational wealth
○ Tap into alternative opportunities (private credit, carbon, insurance-wrapped assets)
○ Reallocate portfolios for performance & protection
My commitment: results-focused strategies, clear communication, and client-first service—always.
Want to elevate your wealth strategy?
DM me or book a confidential consultation today. Let’s make your capital work smarter.
Trusted by 120k+ Clients in Singapore
with more than 23 years of excellence , Financial Alliance is Singapore's leading financial advisory firm.
Financial Alliance is a leader in providing wealth advisory services to individuals and corporates alike, including private wealth advisory, Islamic wealth advisory and fee-based advisory.
clients and growing
financial adviser representatives
years in business
assets under advice
An in-depth insurance portfolio review with Jay Tan Wee Wang could save you money as you spend less for the same coverage, or allow you to be better protected without spending a cent more.