Call Us: (646) 298-1888
As a fee-only, New York-registered fiduciary, we are legally and ethically committed to acting in your best interest. We do not accept commissions or product-based incentives—so our advice remains as objective, conflict-free, and client-aligned as possible, with your goals at the center of every decision.
With over 25 years of global market experience, we specialize in helping immigrant families and expats manage wealth across borders. We advise on: U.S. and cross-border asset planning, allocation, and management; Financial strategies tied to green card, residency, and citizenship; Education planning for children studying in the U.S.; Multigenerational wealth and global business ownership.
At GSME Wealth Management, we believe you deserve to know exactly what you`re paying—and why. We operate on a fee-only model with no commissions, no product sales, and no hidden charges. Our pricing is clear, competitive, and fully transparent, so you can focus on your financial goals with confidence, not confusion.
The mission of GSME Wealth is to be the premier trusted advisor and innovator in wealth management, empowering clients to achieve their financial goals through expert advice, exceptional service, and deep industry expertise. We remain committed to building lasting legacies by always acting in our clients' best interests.
We prioritize our clients` needs above all, providing tailored financial solutions uniquely aligned with their goals.
Our advice is transparent and unbiased, adhering strictly to fiduciary standards and ethical practices.
Leveraging decades of global financial experience, we deliver insightful strategies and high-quality wealth management services.
We build lasting client relationships founded on trust, clear communication, and mutual respect.
We continuously adapt and innovate, proactively responding to market changes to capture opportunities and safeguard our clients’ assets.
CEO
Global Market Expertise | Strategic Wealth Solutions | Client-First Approach
Jason Yang founded GSME Wealth Management with a simple yet powerful mission: to be a strategic wealth partner for globally minded individuals, families, and institutions. With over 25 years of experience in global capital markets—and having managed portfolios totaling more than $30 billion—Jason brings a rare combination of institutional expertise, entrepreneurial drive, and deep cultural fluency.
Before launching GSME, Jason held senior leadership roles at top global financial institutions, including serving as Acting CEO and a member of the Management Committee in the New York and London offices of a major international bank. In these capacities, he advised family offices, corporations, and financial institutions on complex cross-border transactions, U.S. capital markets trading, investment, and risk management. Over time, Jason recognized critical gaps in traditional wealth advisory—particularly for immigrant families, global professionals and expats, and international entrepreneurs. He founded GSME to deliver truly independent, fiduciary-based financial planning and investment management tailored to these underserved clients.
Jason holds an MBA from the University of Chicago Booth School of Business and is well-regarded for his ability to translate academic financial theory into practical, real-world strategies that deliver results. Jason holds multiple U.S. FINRA and NASAA credentials, reflecting a broad base of securities knowledge and regulatory expertise. He is currently registered with active Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) licenses. In addition, he has successfully completed and maintains eligibility for Series 24 (General Securities Principal) and Series 63 (Uniform Securities Agent State Law), as well as the Securities Industry Essentials (SIE) exam. These credentials demonstrate his commitment to the highest professional standards in investment advisory and regulatory compliance.
Beyond his professional accomplishments, Jason is a devoted father, a curious thinker, and a passionate advocate for financial literacy and cross-cultural understanding. His long-term vision is not only to build a leading global advisory firm—but also to mentor the generations of global citizens and financial leaders.
Panel Speaker, The Opportunities and Battle for China, Financial Times U.S. Banking Forum, New York, NY (2019)
Speaker, Green Financing & Investing in Asian Infrastructure, Asia House, London, UK (September 2017)
Speaker, G20 Green Finance Research Initiative, led by the Bank of England and the Central Bank of China; delivered remarks at the London Stock Exchange (2015–2016)
Panel Speaker, The China Global Borrowers and Investment Forum, Euromoney, Frankfurt, Germany (May 2016)
Panel Speaker, China Green Bonds Conference, London Stock Exchange, London, UK (October 2015)
Keynote Speaker, Futures Market Innovations and Collaborations between Banking and the Futures Industry, 2nd Global Derivatives Conference, Shanghai, China (May 2012)
How Financial Institutions Get Out of the Trap of Overseas Mergers and Acquisitions, Modern Commercial Bank (July 2021)
Strategy for Financial Institutions to Conduct Business in the United States Under the New Era, Tsinghua Financial Review (March 2021)
Featured in International Financial Law Review (IFLR) on the U.S.-China trade war (November 2019)
We canʼt wait to find the answers to your complex wealth questions. Fill out the form so we can get to know you and get started right away.
For any questions, please contact us
(646) 298-1888Email: info@gsmewealth.com
Mailing Addresses:29 Chase Rd, Suite 146, Scarsdale, New York 10583-0146
1270 Avenue of the Americas, 7th Floor – #1099, New York, New York 10020
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