Welcome to

PEARL WEALTH MANAGEMENT

We provide premium investment and financial management service in a holistic way for high-net-worth clients and business owners.

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Pearl Wealth Management comply with the Asset Manager Code of CFA Institute

To act for the benefit of clients
To act with independence and objectivity
To act with skill, competence, and diligence

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Jessie LUO, CFA
MBA in Finance
MA in World Economics

Jessie has years of experience in roles as financial advisor, financial analyst, and risk analyst. We team up with experienced CPA and attorneys to offer a comprehensive solution to bolster and preserve your financial health.

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Broker Check

Why Pearl Wealth Management

We focus on fee-based model instead of commission-based model to ensure independence and objectivity. Our fee structure is transparent and has no hidden agenda.  Learn More

Our Mission

We maintain professionalism and uphold duties to clients in order to help them find financial freedom.

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Our Vision

Goal-oriented mindset and strategic planning are the keys to the long-term investing.

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What We Do?

Individual Client​​

Portfolio management

Comprehensive financial planning

Specific consulting services

Solutions to Environmental, Social, and Corporate Governance (ESG) investment

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Business Client​



Retirement plan set up and on-going consulting services

Employee benefits planning


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Market & Economy Comments
A Month of Gratitude
October 13, 2021
China’s Real Estate Crunch and US Economy
October 10, 2021