Relationship Manager

Kyle Wong joins W Wealth Strategies as a Relationship Manager. He meets with clients regularly to help manage their portfolios. Kyle is responsible for developing customized financial, retirement, and income plans.

Prior to joining W Wealth, Kyle was a Client Service Representative at Goldman Sachs Prime Brokerage, managing relationships and servicing some of the world’s largest hedge funds.

Kyle earned his BA in Economics from Colby College, in Waterville, Maine. In his free time, Kyle enjoys hiking, golfing, and cooking.

FINRA Series 7, 63, and 65 Securities Registration