East West Legacy Wealth

Owner / President

I’m Annie Chang, a wealth advisor working with accomplished individuals, families, and business owners who value a disciplined, long-term approach to managing and preserving significant wealth.

As an Asian American and Chinese female advisor, I understand that wealth often carries responsibility—to family, future generations, and personal values. Many of the clients I serve have built substantial assets and are navigating increasingly complex financial decisions that require discretion, thoughtful coordination, and long-range planning, including globally connected clients with assets or interests extending beyond a single location.

My practice is intentionally focused on clients with meaningful investable assets who seek a highly personalized, relationship-driven advisory experience. I provide comprehensive wealth management and investment strategy for multi-million-dollar portfolios, family wealth, and business interests. Working closely with each client, I help align investments, tax considerations, and long-term legacy goals, serving as a steady partner through every stage of wealth.