Michael J. Wong

CFA®, CPA/PFS™, CRSP®


Senior Wealth Advisor

Private wealth management for sophisticated, affluent individuals

Our team applies decades of financial experience to identify, assess, and address the complexities of your personal and family wealth needs. With an intentional and elevated service experience, we aim to provide precisely what the demands of your complex financial life require: timely, personalized solutions.

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Solutions for Your Ideal Financial Life

Asset Management

Estate and Trust Solutions

Tax Services

Wealth Planning

Insurance Solutions

Banking Solutions

Trust, family office, and banking solutions provided by third party entities not affiliated with Ashton Thomas Private Wealth, LLC. Tax services provided by Ashton Thomas Tax Advisory. Insurance products provided by Ashton Thomas Insurance Agency, LLC.