Bo Wang

Supporter
DISC Type : s

Wealth Manager, Founder of Wealth House Capital Inc at Wealth House Capital Inc

New York City Metropolitan Area, United States

Overview

Bo Wang is the Founder and Wealth Manager at Wealth House Capital Inc. , with over three decades of experience in financial services. He specializes in providing high-net-worth investors with alternative investments, aiming to transition them from traditional 60/40 portfolios to endowment-style models. He earned a Masters degree at The New School.

Originally from China, Bo immigrated to the US in 1989 for his graduate studies. He is an avid boater, hobbyist photographer, and was the founding president of the Photographic Society of New Jersey. He enjoys listening to Audible books and often invites clients on boat tours of lower Manhattan.

Unique fact: To show appreciation for their trust and friendship, Bo frequently takes his friends and clients boating on the Hudson River.

Personality Overview

Procedural

Social Proof Driven

Thoughtful In Approach

Their decisions are defined by the possible value that they can bring to the organization.
  They are unlikely to become strong champions as they don't prefer pushing other people. They prefer to follow rules and procedures.

Topics They Care About

Alternative Investments
Specializes in providing accredited investors access to private market opportunities like multifamily apartments, data centers, oil & gas, and DST/1031 exchanges.
High-Net-Worth Wealth
Focuses on building, preserving, and transitioning wealth for affluent individuals, families, and organizations, moving beyond traditional portfolio structures.
Photography
A hobbyist photographer who finds great satisfaction in taking portraits for friends and clients and was the founding president of the Photographic Society of New Jersey.

Media Appearances

Bo has no verified media appearances

Work History

1-2026
Wealth Manager, Founder of Wealth House Capital Inc at Wealth House Capital Inc
1-2016
Financial Advisor at Wealthhouse Advisors, Inc
1-2016
Founder- Financial Advisor at Wealthhouse Advisors
9-2015 - 12-2015
Financial Advisor at Transamerica Financial Advisors, Inc.
10-2008 - 8-2015
Financial Advisor, Vice President - Investments at Wells Fargo Advisors

Education

Bachelor's degree from Zhengzhou University
Master's degree from The New School

More Information

Social Presence :

Prographics :

Exp : 28 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Wealth Manager, Founder of Wealth House Capital Inc at Wealth House Capital Inc
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Insights For Selling To Bo

During A Call Or A Meeting

DO's

  • Engage other key stakeholders on their side and leverage if they approve of your product
  • Talk about refund and cancellation policy if the need arises
  • Focus your pitch on the impact that you could help them have on their organization

DONT's

  • Avoid saying anything that sounds like a risky proposition
  • Don’t don the salesperson avatar, be the friendly advisor instead
  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bo is

  • Low-risk, go-ahead from other stakeholders and successful evaluation as per process matter the most to them.
  • Will you ever get a clear answer from Bo

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Bo move?

  • They do not like to rush and can be quite slow in their decision making.

  • Can Bo take some risk or not?

  • They rarely take risks and prefer making decisions supported by others.

You And Bo

Personality Compatibility


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