About Us

About Us​

Coaching for Family Wealth!​

Let’s focus on improved Cash flows, more Asset, Wise use of Liability, and simply just more peace of mind.​

With 20 years of experience in helping families building assets, we’ve mastered the skills of understanding the liabilities for leveraging for the future Assets. Our clients vary from 1 year  old baby to age 80’s for their estate plan. Who wish to build and transfer the assets to their next generation.

We’ve helped entrepreneurs set up a business, build productive teams and make the most of the available resources.

Mission.

Bring clarity to the priorities, strategies and opportunities within family situation and achieve the goal with exceptional results they desire.

Vision.

We help to enable our clients to have clear direction, focus and achieve success in making their wealth with confidence.

Our Team

Jason Lee   이정길
Founder / CEO​

Jason is a well-established Wealth Advising for 18+ years. His way of building wealth and managing liability coaching and guiding reflects his helpful and friendly nature.

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Golden Compass Wealth Advisors Inc
Kelly Choi​
Office Manager

Kelly is an award winning office manager as a self motivating coach who has helped over 10+ years client support. She loves interacting and making friends.

Richard Hwang​
Wealth Advisor / CPA

Graduating from one of the top universities and an expert in helping families grow their asset, Richard has been a friend and guide to many budding families.