Wealthhouse Advisors

For decades, the traditional 60/40 portfolio split between stocks and bonds was the gold standard of wealth building—designed to balance growth with stability. But in today’s environment of market volatility, inflation, and shifting economic dynamics, many investors are asking: Is that still enough?

The evolving financial landscape demands a more forward-thinking approach. That’s where alternative investments come in—and where Wealthhouse Advisors steps up.

As a boutique broker-dealer focused exclusively on alternative assets, Wealthhouse Advisors help accredited investors and their advisors access curated private investments that go beyond the limitations of traditional stock and bond portfolios.

Wealthhouse’s approach emphasizes allocating up to one-third of client portfolios into alternative investments such as:
• Multifamily apartment buildings
• Data centers
• Self-storage facilities
• Distressed office buildings
• Oil & gas drilling
• Qualified Opportunity Zone funds
• 1031/DST exchanges

These real assets offer the potential to reduce public market exposure while creating new avenues for wealth preservation and long-term growth.

“True financial success goes beyond diversification—it requires confidence, expertise, collaboration, and sound judgment in every decision,” says Bo Wang, Founder of Wealthhouse Advisors. “That’s why we place investor education at the heart of everything we do.”

Clients are engaged through weekly webinars, in-person events, and educational workshops. These sessions include direct access to fund managers, sponsors, and their CEOs—building transparency and trust.

Wealthhouse Advisors is also a powerful strategic partner for independent financial advisors. It provides marketing tools, exclusive webinars, and sponsor meet-and-greets that help advisors grow their practices and deepen client relationships, all backed by the team’s expertise and due diligence. Affiliated advisors are permitted to communicate with their clients via email, text messaging, and WeChat, monitored and archived through a third party provider.

Wealthhouse’s culture of full disclosure ensures clients understand potential risks. That commitment to transparency has fostered long-term relationships and consistent referral growth.
One recent example: A high-net-worth Chinese American family sought a trusted partner who shared their values of integrity, stability, and community impact. The firm’s tailored investment strategy not only met their financial goals but empowered their philanthropic vision—resulting in multiple charitable contributions and an expanding family referral network.

Philanthropy is woven into Wealthhouse’s DNA. It proudly supports libraries, educational institutions, and nonprofits—and regularly hosts fundraising events for both community causes and political candidates. These efforts bring together investors, business leaders, and changemakers who align around financial performance and social impact.

The firm’s next initiative: an alternative fund of funds, designed to simplify tax reporting for investors with multiple sponsor relationships. This structure will allow US clients to maintain portfolio diversity while receiving just one consolidated K-1, streamlining tax season. It will also have a Cayman feeder fund for offshore investors.

Wealthhouse Advisors also believe in planting seeds for the future. This year, it's hosting its 2nd Annual Young Entrepreneur Summer Camp, which is offered free to high school and college students. A dozen seasoned entrepreneurs and successful business leaders will mentor students via Zoom, culminating in a graduation celebration aboard a private yacht in New York Harbor.

Wealthhouse Advisors takes a holistic approach to wealth management—where education, community, and opportunity intersect.

For investors and advisors seeking intelligent diversification and long-term impact, Wealthhouse Advisors is your partner of choice.