Your Advisor
Rachael Lam
Founder · CPA · CFP · Wealth Advisor
I Built Auriex Because You Deserved Better
I spent 15+ years on Wall Street before founding Auriex — and the reason I left is the same reason you’re reading this. The clients I cared most about — Chinese-American restaurant owners, real estate investors, and the families they were building — were underserved by the large firms I worked for. They had real wealth, real complexity, and real goals. They just needed an advisor who truly understood their world.
I grew up in a business-owning family. I own real estate myself. I hold a real estate agent license. I am bilingual in English and Mandarin/Cantonese/Fuzhounese. When you sit down with me, you’re not translating your life into advisor-speak — you’re talking to someone who already lives it.
Auriex means gold and exponential power. It’s the name I chose because it reflects what I believe is possible for every client who walks through our door: not just preserving what you’ve built, but growing it — beyond the business, beyond the generation.
My Two Firms, One Vision
Most advisors hand you off to your accountant and hope the two plans align. I built mine so they never have to. For the past ten years, I have run RNR Tax and Finance Inc., a CPA firm specializing in restaurants, real estate portfolios, and closely held businesses. Auriex Wealth Advisors is the natural extension of that work — bringing investment management and comprehensive financial planning to the same clients, under the same roof, with the same long-term vision. When your tax strategy and your wealth strategy are designed together from day one, everything works harder for you.
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Form ADV Part 2 available upon request · Investment advice involves risk · Past performance does not guarantee future results.Auriex Wealth Advisors LLC is a Registered Investment Advisor. All information provided is for informational purposes only and does not constitute investment advice.Quick Links
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Flushing, Queens · New York City