Joyce Zhang
We Plan for All the Seasons of Your Life.
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Great job!
- Add your tagline
- Add your headshot
- 📍Add Your Business Address
- Add your social media
- Sign up for our 💬 Community
- Add your details
Seasons of Advice Wealth Management
Joyce Zhang
New York, NY
Serving Clients Nationwide
We Plan for All the Seasons of Your Life.
Areas of Focus
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Owning a Business
- Socially Responsible Investing
- Taxes
About Me
Prior to joining Seasons of Advice, Joyce graduated from St. John’s University with an Accounting Degree and worked at JP Morgan for 7 years as a Private Client Advisor. She was an active member of Asians & Pacific Islanders Reaching for Excellence to promote and build diversity and leadership for the Asian community while at JP Morgan.Growing up in rural Indiana and moving to New York City for college, Joyce enjoys a variety of outdoor activities such as hiking the National Parks and snowboarding on the West Coast. She’s recently picked up biking and hopes to one day be able to participate in the 5 Borough Bike Tour.
Joyce lives in Queens with her adorable Australian Shepherd, Odis.
Primary Location
120 West 45th Street, 14th Floor, New York, NY 10036
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above to contact us and schedule time for an introductory conversation. We'll get to know each other and listen to understand your unique circumstances so we can determine the best way to proceed. We look forward to speaking with you.Offers Investment Management
Yes
About our Firm
For over three decades, our team at Seasons of Advice Wealth Management has helped our clients make relevant and effective financial choices to help them comfortably and confidently build wealth. We are experienced and independent professionals who have the knowledge, inspiration and practical expertise that can make an important emotional and financial difference in your family’s financial security and success.We Plan for All the Seasons of Your Life
Ours is a unique approach to a traditional discipline. Addressing your finances according to the seasonal flow of your life — and your money — aligns with natural processes. The Seasons of Advice process has a natural rhythm, one that aligns with the way you experience life. By giving our work together a context that is constant and reliable, all financial matters receive proper consideration, so you can make more effective choices and keep your wealth-building momentum moving forward.
❄️ Winter: Goal Tracking
The main purpose of the Goal Tracking season is to analyze and discuss how we are progressing with each of your goals. This is where we recalculate where you stand, re-evaluate our assumptions and possibly re-set our strategies moving forward.
🌱 Spring: Asset Allocation
In Asset Allocation we take into consideration your risk tolerance, investment time frames etc. We then set the Investment model we will be using for the next 12 months.
🌞 Summer: Family, Security and Cash Flow Review
This season will focus on cash flow ensuring you are properly positioned for your short term cash needs. Insurance and estate planning strategies are reviewed. Additionally, we discuss intergenerational issues and employee benefits.
🍂 Fall: Tax Planning
This season is designed to make sure your taxes are organized as much as possible. We reach out to your accountant to work with us to help you make appropriate tax decisions, not only to save taxes in the current year but also for the long run.
--
At Seasons of Advice Wealth Management, we are committed to helping you achieve your financial potential. Contact us today to schedule an introductory call. We look forward to speaking with you.
Education
St. John's University, Bachelor's degree, Accounting | Purdue University, Master of Business Administration - MBA, Finance, General
Hobbies and Interests
- Cycling
- Hiking
- Snowboarding
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
