Michelle
Wu
Tenon Financial
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About this Advisor
Michelle Wu is a financial advisor based in Metuchen, New Jersey, working with Tenon Financial. Michelle has previously held positions at Putnam Investments, Core Planning, LLC, Origin Financial, Tenon Financial, and Na / Sabbatical. Michelle is registered to provide services in New Hampshire, New Jersey, and Texas. Currently, Michelle is part of Tenon Financial, which operates out of Metuchen, New Jersey. The firm has 2 employees and manages assets totaling $130.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Tenon Financial includes hourly and fixed fees.
Certifications and Registrations
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Fee Structure
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Tenon Financial Brokerage Details
$130,931,084
2
279
$469,287
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michelle Wu Work History
Tenon Financial
Origin Financial
Core Planning, LLC
Na / Sabbatical
Putnam Investments
Disclosures
Please visit the SEC profile of Michelle Wu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tenon Financial
Metuchen, NJ
Metuchen, NJ
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