Comprehensive Financial Planning for Global Families

OriVerge

御 达 汇 通

"We guard your wealth with integrity, expertise, and an unwavering commitment to your family's legacy."

Established 2003  ·  Nationwide & International Practice  ·  Bilingual English & Mandarin

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20+
Years Established
70+
Years Combined Expertise
3
Countries of Practice
100%
Fiduciary Standard
Who We Are

Bridging East & West.
Protecting What Matters Most.

OriVerge is a boutique financial advisory firm serving high-net-worth and ultra-high-net-worth families with complex, cross-border financial needs. Our multilingual team brings together financial planning, investment management, tax advisory, and estate planning under one roof.

Our Story →
We guard your wealth with integrity, expertise, and an unwavering commitment to your family's legacy.
  • Multilingual — fluent in English and Mandarin Chinese
  • Fiduciary standard — legally obligated to act in your best interest, always
  • Boutique service — you work directly with senior advisors
  • Deep US and international regulatory expertise
  • Over two decades of trust-based client relationships
  • Strict confidentiality and professional discretion
What We Do

Integrated Services.
One Trusted Relationship.

Every aspect of your financial life, handled cohesively by a coordinated team of senior professionals.

◈
Financial Planning & Wealth Strategy
Helen Zhang, CFP®
◈
Cross-Border & International Tax
Mei Wu, CPA
◈
Investment Management
Ya Meng, PhD · CFP®
◈
Estate Planning & Trust Structures
Estate Counsel
◈
FBAR / FATCA Compliance
Mei Wu, CPA
◈
US Business Setup for Foreign Enterprises
Full Team
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Our Advisory Team

Senior Advisors.
Directly Accessible.

You work directly with the experts — never delegated to junior staff.

Helen Zhang, CFP®
Financial Advisor
MBA · CERTIFIED FINANCIAL PLANNER™

Over a decade serving HNW and UHNW families. Former China Director managing 400-person cross-border teams across US, China & India.

Ya Meng, PhD · CFP®
Investment Advisor
Series 6, 7, 26, 63 & 65 · TransAmerica Partner · 20+ Years

Doctoral-level analytical discipline combined with CFP® fiduciary standard. Comprehensive wealth management since 2005.

Mei Wu, CPA
Tax Advisor
Certified Public Accountant · 30+ Years · Cross-Border Tax

30+ years of US and international tax expertise. Specializes in FBAR/FATCA compliance and multi-jurisdiction structuring.

Meet the Full Team →

Ready to begin the conversation?

All inquiries handled with complete confidentiality.

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