about us

Wealth management offers a comprehensive approach to financial planning that comes with a range of benefits. By working with a professional wealth manager, individuals and families can achieve a holistic view of their financial situation, set and prioritize their financial goals, and develop a customized strategy to attain those objectives. We help clients make informed investment decisions, diversify their portfolios, and manage risk, ultimately optimizing their investments for long-term growth. Furthermore, we can provide tax-efficient strategies, and retirement planning solutions, ensuring that wealth is preserved and efficiently transferred to future generations. With our expertise in financial markets, tax laws, and investment options, we offer peace of mind by assisting clients in navigating complex financial matters and creating a path to financial success. Overall, we provide a coordinated and structured approach to achieving financial security and wealth accumulation, tailored to the unique needs and goals of each client.

OUR REPUTATION IS BASED ON CORE VALUES

Integrity, innovation, responsibility, and collaboration are the bedrock of our organization's identity and the principles that guide our every action. Integrity is our unwavering commitment to honesty, ethics, and transparency. It's the trust we've earned from our clients and the integrity of our work that forms the foundation of our relationships.
Innovation is our driving force, constantly pushing us to think outside the box and embrace new ideas. We believe that by fostering creativity and embracing change, we can continuously improve our offerings and stay at the forefront of our industry.
Responsibility is our promise to be accountable, not only for our actions but for their broader impact. We are conscientious stewards of our resources, recognizing the profound effect our decisions have on our clients, employees, and the world around us.
Collaboration is our strength. We understand that great achievements are rarely the result of individual efforts. By working together, pooling our unique talents and perspectives, we foster a culture of teamwork that fuels our success and benefits all those we serve.
These core values are more than words on paper; they are the essence of who we are and the standards we uphold. They guide our daily interactions, shape our decisions, and cultivate a culture where integrity, innovation, responsibility, and collaboration are woven into the fabric of everything we do.




core Values

Integrity
Integrity in our business is the cornerstone of ethical and sustainable operations. It involves conducting business activities with unwavering honesty, transparency, and adherence to a strong moral code. We prioritize integrity uphold ourcommitments, make ethical decisions, and treat all stakeholders fairly. We,not only comply with laws and regulations but go beyond to fulfill our social responsibilities. Integrity in our business builds trust among customers, employees, and partners, leading to long-term success and a positive corporate reputation. This ethical foundation not only benefits the business itself but also contributes to a more ethical and responsible corporate culture that ultimately benefits society as a whole.
Innovation
Business innovation is the lifeblood of modern enterprises, driving their ability to thrive in an ever-evolving and highly competitive marketplace. It represents the creative and strategic pursuit of new ideas, products, processes, and business models that not only respond to changing customer needs but often anticipate them. In a world characterized by rapid technological advancements and market disruption, innovation is no longer an option but a necessity for survival and growth. It can take various forms, from incremental improvements to groundbreaking transformations, and it often requires a supportive organizational culture that encourages risk-taking and learning from failure. Successful businesses understand that innovation is not a one-time event but an ongoing process, an unceasing journey to explore, adapt, and lead. Embracing innovation is not just a choice; it's a fundamental requirement for staying relevant and competitive in today's dynamic business landscape.
Responsibility
Business responsibility, often referred to as corporate social responsibility (CSR), represents a fundamental shift in the way modern companies perceive their role in society. Beyond the pursuit of profits, businesses are increasingly recognizing their obligation to address ethical, social, and environmental issues. This commitment extends to fostering fair labor practices, reducing their environmental footprint, and contributing positively to the communities in which they operate. Embracing business responsibility involves transparency in reporting and accountability for actions, striving to create a positive impact on a wide range of stakeholders, from employees and customers to the broader global community. By integrating social and environmental considerations into their strategies, businesses can build trust, enhance their reputation, and ensure long-term sustainability, demonstrating that they are not just profit-driven entities but responsible corporate citizens. In this era of heightened awareness, business responsibility is no longer an option but an integral aspect of modern, ethical commerce.
Collaboration
Business collaboration is a strategic approach that has become increasingly essential in today's interconnected and rapidly changing global landscape. It involves the cooperation and partnership of two or more organizations to achieve common goals, share resources, and leverage each other's strengths. Collaboration can take many forms, from joint ventures and strategic alliances to partnerships and co-creation efforts. In a world where innovation and specialization are paramount, collaboration allows businesses to tap into new markets, share risks and costs, and access complementary skills and expertise. It fosters a dynamic environment where creative ideas and solutions can flourish, ultimately benefiting all parties involved. Successful business collaboration hinges on effective communication, mutual trust, and a shared vision, and when executed well, it can lead to increased competitiveness, expanded market reach, and a stronger position in the ever-evolving business ecosystem. In a sense, business collaboration exemplifies the adage that "two heads are better than one," with the potential for exponential growth and success when organizations work together towards a common purpose.

meet the team

Jessie YAO

Lead Insurance Agent
I am a dedicated and experienced Insurance Agent with a deep commitment to helping individuals and families secure their financial futures through thoughtful insurance planning. With a background in education, I have developed a strong understanding of the insurance industry and a passion for providing clients with tailored solutions to protect what matters most to them.
Professional Experience:I have worked with clients from all walks of life, assisting them in finding the insurance coverage that aligns with their unique needs and financial goals. Whether it's life, health, retirement planning. I am well-versed in a wide range of insurance products.
Client-Centric Approach:My approach to insurance is client-centric, focusing on open communication, in-depth consultations, and a commitment to finding the right policies that provide peace of mind. I take the time to understand my clients' individual circumstances, risk tolerance, and long-term objectives, ensuring that their insurance solutions are both comprehensive and cost-effective.
Mission:My mission is to simplify the insurance process for my clients, making it easy to understand and empowering them to make informed decisions about their coverage. I am dedicated to helping individuals and businesses safeguard their assets, protect their loved ones, and plan for a secure future.
I am here to serve as a trusted partner in your insurance journey. Whether you're seeking to protect your family, your business, or your assets, I am ready to provide guidance and solutions that align with your unique needs. Let's work together to build a secure financial foundation and ensure you have the coverage necessary to face whatever life brings your way.

PETER DE LASTIC

Business Development
As an Insurance Specialist with a passion for protecting individuals and families, I bring a wealth of knowledge and experience to the world of insurance. With over 30 years of business experience, I have honed my expertise in crafting customized insurance solutions to meet the unique needs and goals of my clients.
My journey in the insurance sector began with a commitment to understanding the complexities of risk management and providing comprehensive coverage. I've had the privilege of working with diverse clients, from families securing their future to entrepreneurs safeguarding their ventures. Each interaction has reinforced my dedication to delivering peace of mind through tailored insurance packages.
In addition to my technical proficiency, I am known for my attentive and empathetic approach. I understand that insurance decisions can be daunting, which is why I prioritize clear communication and a client-centric approach. I take pride in demystifying insurance jargon and guiding my clients through the decision-making process with confidence.
I am continutally seeking individuals who have a passion for building their own business and want to set their own schedules to build a lifestyle with financial freedom.
Away from the office, I am passionate about hiking, travel, pickleball and church life and actively engage in community initiatives, further solidifying my commitment to making a positive impact both professionally and personally.
If you're seeking a dedicated Insurance Specialist who combines expertise with a client-centered approach, I am here to provide the protection and peace of mind you deserve.

Jianmei Li

Insurance Agent
At Four Gates Wealth Management, our mission is to be the cornerstone of financial security, guiding individuals and families toward a future of prosperity and peace of mind. As a dedicated life and health insurance agent, I am committed to providing comprehensive and personalized life insurance solutions that safeguard the financial well-being of our clients. Our focus extends beyond the present, encompassing strategic wealth management to ensure sustainable growth and long-term financial success. With a background rooted in healthcare expertise, I specialize in crafting insurance solutions that transcend traditional boundaries, encompassing wealth management, retirement planning, education funds, and long-term care. My commitment is to seamlessly integrate our healthcare knowledge into every facet of financial planning, ensuring a robust and personalized approach. Through transparent, ethical, and client-centered practices, we aim to build lasting relationships and become the trusted partner in securing the financial legacies of our valued clients.