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Silver Bay Wealth Advisors
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Silver Bay Wealth Advisors

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Silver Bay Wealth Advisors

Alex Wong is an Investment Advisor Representitive serving Columbus, OH and surrounding communities and provides financial planning and asset management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at Silver Bay Wealth Advisors.

Silver Bay Wealth Advisors provides investors custom-tailored investment strategies to meet short- and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at Silver Bay Wealth Advisors is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our clients’ interests first.

We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.


Investment Management


Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives ...

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Retirement Planning


Our firm takes pride in providing comprehensive retirement strategy services to our clients ...

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Social Security Maximization


For many retirees, Social Security benefits form the foundation of their retirement ...

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Our Location

Ohio

6479 Reflections Drive #230
Dublin, OH 43017

alexwong@silverbaywa.com
(614) 859-2110

Our Company

  • Home
  • Video Library
  • About Us
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Our Services

  • Investment Management
  • Retirement Planning
  • Social Security Maximization
  • Wealth Management

Securities and investment advisory services are offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC. Gradient Securities, LLC (a SEC Registered Investment Advisor) offers investment advisory services under the d.b.a. of Gradient Wealth Management. Gradient Securities, LLC and its advisers do not render tax, legal, or accounting advice. Insurance products and services are offered through Silver Bay Insurance. Silver Bay Insurance and Silver Bay Wealth Advisors are not affiliated with Gradient Securities, LLC. Gradient Securities, LLC, Silver Bay Insurance and Silver Bay Wealth Advisors are not affiliated with the Social Security Administration or any government agency. The presence of this website shall in no way be construed or interpreted as a solicitation to sell any products or services to any residents of any state other than where legally permitted.