Tony Lu

My Wife and I have been in Tony’s “Care” for the past 5 years. We say “Care” due to the extremely personalized assistance Tony gives us. Advice, recommendations, an ease of explanation, understanding of our needs and outcomes, guidance to our goals are just a few examples of Tony’s special connections to our situation. We both feel that Tony always has our best interests and outcomes as a priority when dealing with us. We recommend Tony to anyone that needs guidance with their financial future.

I have been a client of Tony & Inner Wealth for 3+ years now and I couldn’t recommend the service provided high enough. I was initially given a credible referral of Tony as a Wealth Manager, through a close confidant who had leveraged the service for over 10 years and after seeking out numerous advisers I knew he was the best fit. I have utmost confidence that my finances are in the best hands and I trust Inner Wealth to deliver against my co-authored Wealth Plan. We are in constant communication and I know I can count on Tony & Inner Wealth for any finance needs. Highly recommend this investment to deliver a ROI. Look forward to continued business together.

I did a lot of research to try and find the right adviser, and I’m very glad I took my time and decided to work with Tony. He is excellent. I came to him with a complex brief, and he got it right away. He is very methodical and provided solutions I didn’t know were even possible.

Tony has been a pleasure to work with and helped navigate some key strategic decisions. After 18 months working together I am further ahead than with my previous adviser or if I had of proceeded on my own.