Sharon Wei

Background

About Sharon Wei

I work with people who've bult something – whether a business, a real estate portfolio, or a life that didn't come with a roadmap. They're not looking for a generic advisor. They want someone who's walked in their lane, understands the emotional and financial complexity of building, growing, and transitioning. At Merrill, I help clients turn what they've built into lasting, purposeful wealth. With experience in business ownership, process consulting at Accenture, tax strategy, financial coaching, and academic research in M&A, I bring the empathy of a builder, mindset of a strategist, and discipline of a focused investment advisor. My process - Simplify to Multiply – offers high touch service of seamless integration of planning strategies and potential solutions that are off the beaten path. Business Owners & Executives Having built my jewelry business – from idea to national distribution – I understand the emotional and financial complexity of both growth and transition. • Identify exit timing, goals, wealth gap • Design a master plan to align business plan with personal financial goals • Create tax-efficient investment and planning strategies to maximize wealth Real Estate Entrepreneurs Real estate is more than a portfolio -it's a long-term philosophy. I help: • Balance equity, income, manage risk through diversification • Preserve growth while access liquidity • Create tax-efficient exit and legacy strategies First-Generation Immigrants & Asian Professionals As a first-gen immigrant and bilingual advisor, I understand the cultural and generational dynamics that shape wealth decisions. • Bridge U.S. financial systems with cultural differences • Create investment & planning strategies to align with cultural values • Navigate trust, estate, and legacy planning with clarity and confidence Financially Independent Women Whether wealth was earned, inherited, or received, many women are navigating their financial future independently. Having rebuilt after divorce, I bring empathy and insights to the conversation. • Make confident financial decisions in times of transition • Create wealth strategy to align with new life & priorities • Provide ongoing guidance & accountability You've built something worth protecting. Let me help you simplify the complex, and multiply what matters most - with clarity, intentionality, confidence.