Commonwealth Financial Network
45yrs
Top advisor by experience in Newton
22yrs
Wei Wang
Financial advisor at Triple Summit Advisors
Based in Newton, Massachusetts, Wei Wang is a financial advisor with 22 years of industry experience. Wei has been with Triple Summit Advisors since 2016. Wei’s designations include CFA and CFP®.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 66% of advisors nationwide
Office7 Playstead Road, Unit 1, Newton, MA 02458
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$620,532
Advisors at the firm2
States licensed ?2 states
Services through Triple Summit Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2016 – nowTriple Summit Advisors, LLCCurrent firm
Contact Wei
(917) 574-2670Triple Summit Advisors main office 7 Playstead Road, Unit 1Newton, MA 02458Office · Get directions YouTube channelTriple Summit Advisors
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Questions to ask Wei
Tailored to Wei’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Wei
How do I contact Wei?
Call Triple Summit Advisors at (917) 574-2670 and ask for Wei Wang. Wei works from the Newton, MA office.
How long has Wei been a financial advisor?
Wei has been in the industry since 2004, about 22 years. More experience than 66% of advisors nationwide.
What licenses does Wei hold?
Series 63. Tap any license on this page to see what it allows.
Is Wei a fiduciary?
Wei is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Wei paid?
Triple Summit Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Wei for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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