Our Advisory Team
At OriVerge, you work directly with the experts who hold CFP®, PhD, and CPA credentials — never delegated to junior staff. 70+ years of combined expertise, at your service.
OriVerge was built on the principle that high-net-worth families deserve direct access to senior expertise — not a relationship manager who relays messages to specialists you never meet.
Every advisor on our team is a recognized expert in their discipline. Together, they form a coordinated unit that covers every dimension of your financial life — from financial planning to taxation, investment to estate law.
Series 6 · 7 · 26 · 63 · 65 Securities Licensed · TransAmerica Partner · Est. 2003
Helen is a CERTIFIED FINANCIAL PLANNER™ with over a decade of experience serving high-net-worth and ultra-high-net-worth families. Her career uniquely spans both corporate leadership and personal wealth advisory, giving her rare insight into the financial complexities faced by business owners operating across multiple countries.
Prior to her financial planning practice, Helen held senior leadership roles in the consulting industry, including serving as China Director and leading a 400-person operations team across the US, China, and India. She has deep experience helping enterprises establish and structure their US business presence — expertise that directly informs how she advises globally-minded clients today.
Helen's core belief: genuine care for clients is the foundation of every recommendation she makes.
CERTIFIED FINANCIAL PLANNER™ (CFP®) · MBA · Securities Licensed
Dr. Meng brings over 20 years of expertise in wealth management and financial planning, having built her practice at TransAmerica since 2005. Her rare combination of doctoral-level analytical discipline, CFP® fiduciary standard, and extensive securities licensing enables her to deliver comprehensive, integrated strategies — spanning investment advisory, retirement income planning, and asset protection — precisely tailored to the complex needs of business owners and high-net-worth families.
Dr. Meng takes a holistic approach to client wealth, employing a full spectrum of financial tools — including life insurance, key-man coverage, and executive benefit programs — to ensure that both the enterprise and the family behind it are comprehensively protected and positioned for long-term growth. Her long-standing client relationships reflect the confidence and trust she consistently earns.
PhD · CFP® · Series 6, 7, 26, 63 & 65 Securities Licensed · TransAmerica Partner
Mei Wu is a seasoned Certified Public Accountant with over 30 years of expertise in US and cross-border taxation. Her extensive experience encompasses individual and corporate tax planning, international tax compliance, and multi-jurisdiction structuring for clients with business interests spanning the United States and overseas.
Mei works with clients who hold foreign companies, receive overseas income, and navigate complex FBAR and FATCA reporting obligations — ensuring full compliance while maximizing tax efficiency across borders. Her deep knowledge of the intersection between US tax law and international financial structures makes her an invaluable resource for globally-minded families and business owners.
Certified Public Accountant (CPA) · 30+ Years US & International Tax Experience
Our estate planning counsel brings specialized expertise in cross-border trust structures, succession planning, and intergenerational wealth transfer. Working in close coordination with the OriVerge advisory team, they ensure your legacy is legally protected and transferred according to your wishes — across all jurisdictions where your assets reside.
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