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Michelle Wu

Tenon Financial

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About Michelle Wu

Michelle Wu is a financial advisor with Tenon Financial. Michelle has been working in the financial services industry since July 2012 and has a broad range of experience in financial planning and portfolio management. Michelle is a Certified Financial Planner and a Chartered Financial Analyst, which demonstrates her commitment to providing high-quality financial advice to clients. Michelle is registered to provide investment advice in Massachusetts, New Hampshire, New Jersey and Texas. Michelle has worked with clients in a variety of roles.

Firm Information

Michelle Wu is currently registered with Tenon Financial. Tenon Financial, based in Metuchen, NJ, is an investment advisory firm with $208,315,421 in regulatory assets under management. They provide financial planning and portfolio management services for individuals, high-net-worth individuals, and charitable organizations.
Tenon Financial

406 MAIN STREET

METUCHEN, NJ 08840

$208.32M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Michelle Wu’s Registration & Firm History

NJ

03/17/2023 - Present

Tenon Financial (METUCHEN NJ)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michelle Wu.
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