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Cathay bank

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We are the power

behind your

aspirations

Asian family reunion

Start your wealth management plans now, prepare for your dreams and aspirations

No matter what your personal and business goals are, having a financial plan in place as early as possible can help make them become more achievable. Cathay Wealth Management provides you a one-stop resource for your wealth management needs. Our service areas include:

  • Wealth protection and accumulation strategies
  • Retirement Planning
  • Tax-advantaged asset re-positioning strategies
  • Discretionary portfolio management

Cathay Wealth Management team will assess your needs, goals and financial situation, provide you with comprehensive advice and put a tailored plan in place for you.

Start a new chapter of wealth planning by selecting Cathay Wealth Management

Reach out now

Tony Peng
Financial Advisor, CIMA®
T 312-956-8892
E Tony.Peng@cathaywm.com
222 West Cermak Road, Chicago, IL 60616

Securities and insurance products are offered by, and financial consultants are registered with Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered by Cetera Investment Services LLC. Neither firm is affiliated with Cathay Bank or its related companies. Advisory services may only be offered by Investment Adviser Representatives. Cathay Wealth Management is located at Cathay Bank. Securities and insurance products, with the exception of Brokerage CD’s, (1) are not deposits of, obligations of, or guaranteed by the Bank or an affiliate of the Bank; (2) are not insured by the FDIC or any other agency of the United States, the Bank or, if applicable, an affiliate of the Bank; and (3) involve investment risk, including investment risk associated with the product, including possible loss of principal. Cetera Investment Service registered office: 825 E. Valley Blvd., 2nd Floor, San Gabriel, CA 91776.




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1-800-9CATHAY

1-800-922-8429

Consumer Customer Service
6:00 a.m. - 7:30 p.m. Pacific Time, Monday through Friday.
 

Business Customer Service

6:00 a.m. - 6:00 p.m. Pacific Time, Monday through Friday.

Automated information is available 24 hours a day, 7 days a week.

U.S. customers in Hong Kong can dial toll-free 3710-1400 to contact U.S. Customer Service directly.



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