financial planning for immigrants, first generation wealth builders, content creators, social media influencers, and women in transitions

An means peace in Vietnamese

Ora stands for light, aura, and wealth

We help

first-gen wealth builders

content creators

and women in transition

find clarity, peace, and lasting prosperity through intentional personalized wealth plans

Let’s build your personalized wealth map

You’ve worked hard to be where you are—and your dreams deserve to thrive without financial stress weighing you down. We’re here to help you simplify, strategize, and align your money with your purpose, so you can thrive and stay focused on what you love most—in your life, your work, or your business.

Rooted in meaning, "An" signifies inner peace in Vietnamese, while “Ora” stands for light, aura or wealth. Together, they embody our commitment to helping you attain true financial clarity and lasting peace of mind.

Our Values

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    1. You First, Always

    Money is personal, shaped by your culture, values, and dreams. At Anora Wealth, we are legally and ethically committed to putting your best interests first. Understanding your “why” reveals what matters most. Whether supporting family, leaving a legacy, or gaining freedom, your goals guide every plan. Our promise ensures clarity, confidence, and honesty on your path to intentional wealth.

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    2. Modern-Human Approach

    We blend advanced technology with personalized, white-glove service reminiscent of a family office. Our approach delivers bespoke guidance—not one-size-fits-all solutions—making wealth-management both accessible and empowering regardless of where you start.

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    3. Clear & Simple Guidance

    No jargon, no confusion. We break down your options in clear, straightforward language so you can make decisions with confidence. Financial advice should never feel like a foreign language or leave you feeling judged. We cut through the noise, keeping your focus on what you can control, making it easier to stay committed to your plan.

  • Four hands holding a square in the center, symbolizing teamwork or collaboration.

    4. True Partnership

    Unbiased advices only. No pushing insurance or investment products that you don’t truly need nor promising unrealistic returns. No algorithms pretending to know you. We work closely with you and your team—CPA, attorney, or others—to orchestra a plan where all the pieces work together for you.

  • Icon of a light bulb above an open book, representing ideas or knowledge.

    5. Lifelong Learning

    Financial landscapes shift. Laws change. Life evolves. We remain inquisitive and up-to-date so you don't have to. Together, we walk alongside you on your journey, ensuring your plan evolves as your life changes. We continually learn, enabling your confident growth through every life stage and decision.

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Wealth Builders & Content Creators

💬“I make over $250K/year—why does it still feel like I’m living paycheck to paycheck?”
💬“Am I missing smarter money strategies to get ahead?”
💬“Too much information out there, which is apply to me? How do I know if these are right advice and not sale centric?”
💬“Should I help my family financially or focus on building my own future?”
💬“Can I really do this on my own, or is it time for guidance?”
💬“Too many things to do, too little time. How do I find time to to work on any of these strategies?”
💬“I want to leave this job but I’m afraid of losing income stability.”
💬“I’m thinking of starting something new, but I don’t know if I can afford it.”

Women in Life Transition

💬“Will I be okay financially on my own?”
💬“I never handled the money—where do I even start?”
💬“Do I have to go back to work? Can I afford not to?”
💬“Is it selfish to prioritize my financial needs now?”
💬“What will life look like after this chapter?”
💬“I feel paralyzed. There’s so much to manage, and I’m grieving.”
💬“Where is everything? I don’t even know what accounts exist.”
💬“Am I going to mess something up?”
💬“Can someone help me without judging how little I know?”

Does This Sound Like You?

How we light your path

  • Family portrait featuring seven members, including three children, sitting and standing on a striped sofa against a beige wall, all smiling and dressed casually.

    First Gen Wealth Builders

    Building a new life far from home takes incredible strength. You've not only navigated a new country but built wealth from the ground up, all while honoring your heritage and supporting your family.

    We understand the journey—the cultural adjustments, the language hurdles, and the deep desire to provide for those you love.

    We're here to ease the financial stress, help you honor your roots, and secure a bright future for yourself and your family, with understanding and respect for your unique path.

  • A woman in a yellow bikini sitting on the edge of a small pool, surrounded by lush greenery and outdoor furniture, with a tray of snacks and drinks nearby.

    Content Creators

    Earning 7 figures, but still feeling financially tangled and over paying taxes? Let’s team up to craft your solid money game plan. We'll team up with your tax advisor to sort out taxes, grow your wealth, and ensure you’re living the freedom your hard work deserves. 

    It’s hard to be creative when you also have the anxiety of fluctuating income and the fear of your money not lasting long. It's also frustrating when others might be taking advantage of your financial success.

    We get it! We’ll craft a step-by-step roadmap to help you gain control and confidence over your financial future.

  • A woman with short blonde hair in a black bikini top and a white cover-up, standing with her eyes closed and hand on her chest, outdoors during sunset or sunrise.

    Women in Transitions

    Experiencing the emotional and financial upheaval of divorce or loss can be incredibly daunting. We provide the compassionate support and expert guidance needed to navigate this transition.

    Our goal is to help you regain financial control, understand your options, and make informed decisions that secure your future.

    We're here to empower you to confidently rebuild, prioritize your needs, and embrace your next chapter with renewed hope and stability.

“It’s not about growing fast—it’s about growing wisely and confidently. Wealth that lasts is built on purpose, not pressure.”

— Thao Truong

Ready to take control of your financial power?

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