The person
behind the plan.
You work directly with the founder. One advisor who quarterbacks the whole thing — the plan, the investments, and coordination with your CPA and attorney — with tax, and its timing, as the throughline.
Ginger Chien
“Knowing the tax code is table stakes; knowing when to act on it is the work.”
Ginger built WealthQuant Advisors for the people she kept meeting: high earners and business owners with genuinely complex financial lives — equity compensation, concentrated stock, a company to run or sell, an estate taking shape — who were getting reactive, once-a-year attention on the one thing that mattered most to their net worth: taxes.
Her point of view is a little contrarian. You can’t control the markets, but you can control when you act on your taxes — and the dollars you keep compound for the rest of your life. So the plan should start with tax, and the biggest moves should be made early — in the years before a sale, an exit or a peak-income year — not scrambled together once the return is due.
Founded by an engineer, the firm treats your tax like a system to be optimized: measure it, model it and time it — every year. Ginger listens for the priorities behind each decision, then coordinates the right conversations with you, your CPA and your attorney.
WealthQuant Advisors is a fiduciary, paid primarily by you for advice, with fees agreed up front and every conflict disclosed. We’re based in the San Francisco Bay Area and work virtually, so we can serve select clients in other states where we are registered or exempt.
Four principles.
Plan ahead, not at the deadline. The best moves have long lead times. We plan upfront, and act when the window is open — before the tax is due.
Tax is the engine, wealth is the goal. We never sell tax alone — a stronger retirement, more freedom and a legacy are the payoff.
Honest about how we’re paid. Fee-based, with fees agreed up front and every conflict disclosed. We don’t claim to be commission-free, because we aren’t.
One coordinated team. We work alongside your CPA and attorney — not around them — on a single plan.
Let’s talk
about timing.
A free Tax X-Ray to see what’s ahead on your calendar — and whether we’re the right fit.
~30 minutes, free, no obligation.