Our Story
OriVerge was founded in 2003 with a clear purpose — to serve globally-minded, high-net-worth families who need more than a conventional local advisor.
OriVerge is a boutique financial advisory firm with a rare specialization — comprehensive, integrated wealth management for high-net-worth families whose financial lives span multiple countries and jurisdictions.
Our bilingual English and Mandarin team brings together four distinct disciplines — financial planning, investment management, tax advisory, and estate law — coordinated under one relationship. This means your wealth strategy is not fragmented across different firms; it is planned and executed cohesively, with full visibility across every dimension.
We operate at a fiduciary standard — legally obligated to act in your best interest at all times. At OriVerge, that is not a marketing claim; it is a legal and ethical obligation every member of our team upholds.
Established with a focus on serving cross-border and international families navigating the complexity of US financial markets.
Dr. Ya Meng joins, establishing a comprehensive investment management and insurance practice through TransAmerica.
Mei Wu, CPA brings deep cross-border tax expertise — FBAR, FATCA, and multi-jurisdiction compliance — cementing OriVerge's full-service model.
Serving clients nationwide and internationally, with a coordinated team holding CFP®, PhD, CPA, and MBA credentials.
We guard your wealth with integrity, expertise, and an unwavering commitment to your family's legacy.
We are legally obligated to put your interests above all else — always.
Bilingual, bicultural, and deeply versed in US and international regulatory landscapes.
You work with senior advisors directly — never passed to junior staff.
Strict confidentiality at every level. Your affairs remain your own.
We exist for a specific client — globally-minded families who need more than a local advisor can provide. Our firm was built from the ground up to serve complexity with clarity, and cross-border lives with full-spectrum expertise.
All inquiries are handled with complete confidentiality.
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