Insights & Resources
Financial Clarity for Business Owners and the Families Behind Them
Practical guidance on tax strategy, wealth building, real estate, and financial independence — written in plain language for people who are busy building something. Available in English and Mandarin.
How Restaurant Owners Can Reduce Their Tax Bill in 2025
Entity structure, depreciation, and retirement accounts — the three levers most restaurant owners aren’t pulling. A CPA’s guide to the strategies that actually move the needle.
401(k)/529 vs. Real Estate: Building Generational Wealth for Your Family
For immigrant families, the instinct is often real estate. But are you maximizing your 529 too? Here’s how to think about both in the same financial plan.
Taking Control: A Financial Independence Roadmap for Professional Women
Whether you’re a real estate agent, insurance professional, or a spouse who’s been managing the household — here’s how to build a financial plan that is genuinely yours.
© 2026 Auriex Wealth Advisors LLC · Registered Investment Advisor
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
Form ADV Part 2
Flushing, Queens · New York City