We’re obsessed about building intentional wealth

A woman and a girl sitting on a wooden platform, embracing with mountains and valleys in the background.

Group of friends celebrating at a birthday party with confetti, balloons, and party hats, raising their cups in a toast.

Person holding a handful of coins with a note that says 'Make a change,' standing outdoors.

A person snorkeling underwater among a school of fish near a coral reef.

A cute orange and white kitten sitting on a pink upholstered chair with a multi-colored backrest, looking upward with wide eyes.

Top view of a white cup filled with frothy coffee on a white tray, surrounded by green sprigs and a small decorative white ceramic object, on a white fabric background with beige patterned blankets.

You’ve been told wealth is a number.

But real wealth brings freedom - the freedom that doesn’t come from hitting a target. It comes from knowing what you’re working toward—and why.

At Anora Wealth, we help you design a financial life that reflects your values—not someone else’s idea of success. That means aligning your money with the life you want to live—both now and in the future.

Whether you're a first-generation wealth builder, a content creator navigating inconsistent income, or a woman going through a life transition, we see you! We hear you. We want to help you stay grounded, confident, and connected to your purpose.

“Wealth is multi-dimensional. You deserve financial guidance that helps you feel grounded in your present, confident in your next move, stronger with each decision, and connected to something bigger—your family, your future, your purpose.”

— Thao Truong

Why we do things differently

Our beliefs and behaviors around money aren’t just logical—they’re emotional, cultural, and deeply personal. Our saving, spending, giving, and investing habits often reflect our values more than our income.

Yet many financial advisors focus only on assets, missing the broader context of someone’s story and their "WHY."

At Anora, we believe your net worth is just one chapter in a much richer narrative. So we start by asking: How do you want your money to serve you?

We take time to understand your story, your dreams, and the trade-offs you're willing to make to build a life that's not just sustainable—but meaningful.

You may be great at earning, but that’s only the beginning. We’re here to bring clarity, structure, and peace of mind—so you can stop climbing someone else’s mountain and start building a path that’s truly yours, ensuring that every dollars align with your vision of a purposeful and fulfilling life.

We don’t just build financial plans—we build relationships that evolve over time. As you go through different seasons in life, we’ll guide you with empathy, clarity, and intention. Whether you’re investing for the first time or preparing your legacy, we walk alongside you with no judgment, no jargon, and no cookie-cutter solutions.

Five Ways We Serve Differently

1. Your Dreams First

Your goals, values, and dreams guide everything we do. Whether supporting family, building legacy, or seeking freedom beyond the 9-to-5, your priorities shape every financial plan, investment, and spending choice.
2. Human-First Approach

We combine high-tech with hands-on, white-glove service like a family office. You receive tailored guidance, not generic plans, making wealth-building accessible and empowering—no matter your starting point. Our goal is to give you financial clarity and peace ("An").
3. Clear & Simple

No jargon, no confusion. We explain your options in plain language, so you feel confident in every decision. Financial advice shouldn’t feel like a foreign language. We cut through the noise, and build a plan that actually fits your life.
4. True Partnership

No pushing or pitching any insurance or investment products that you don’t need, nor promising unrealistic returns. Transparency matters to us. No algorithms pretending to know you. We work closely with you and your team of advisors—CPA, attorney, or others—to orchestrate a plan where all the pieces work together for you.
5. Lifelong Learning

Financial landscapes shift. Life evolves. We remain inquisitive and up-to-date so you don't have to. We continually learn, enabling your confident growth through every life stage and decision.

Your dream was never just about money—it was about freedom, fulfillment, and peace. We’re here to help bring clarity and intention to your finances, so you can focus on the life and work that truly move your soul.

Schedule your free clarity call

How we invest

(with intention)

Investing, to us is more than about returns—it's about purpose.

Investing wisely doesn’t have to be complicated. History shows that disciplined, patient investors are rewarded over time. By focusing on cost-efficient, diversified, research-backed investments tailored to your personal situation, goals, values, and risk comfort level, we help you navigate the markets with clarity and purpose.

Our approach emphasizes:

Long-term growth and income aligned with your personal timeline
High-quality investments that we understand and trust
Broad diversification to manage risk intentionally
Keeping costs low so more of your money stays working for you

We help you avoid emotional, impulsive decisions so your plan stays steady—even when markets don’t.

We create investment strategies that grow with you—supporting your dreams, adjusting to life’s changes, and building your financial confidence every step of the way.

While we stay aware of global trends and new opportunities, we avoid chasing short-lived fads. Emotional decisions can often lead to costly mistakes, especially in uncertain times. Our role is to provide steady guidance and calm, helping you stay focused no matter how markets move.

In the end, your investment plan should reflect your values, honor your timeline, and give you peace of mind—not just follow the latest headlines.

Let’s work together to build your personalized wealth map!

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Meet the Human Behind Anora Wealth

Hi, I’m Thao Truong.

As a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst™, I bring over a decade of experience in wealth management. My journey began when I moved to the U.S. alone at 16, from Saigon, Vietnam, quickly becoming financially independent and supporting my family from half the world away. Initially, I pursued a finance degree with the goal of achieving millionaire status by 20. However, I learned invaluable lessons:

Stock-picking and chasing unrealistic returns caused me more damages and stress than any good.
There's a crucial distinction between earning money and strategically growing it, and true success and wealth are deeply personal and cannot be chased solely through financial means.
True wealth is about more than money. It starts from within. It’s about embracing the experiences life throws at us—both good and bad—and taking actions to turn them into growth opportunities.

This realization fuels my passion for guiding first-generation wealth builders, content creators, and women navigating life transitions to build secure, intentional financial futures and achieve the life you envision

You work hard to get to where you are. I believe that your money should be empowering, not overwhelming you. Too often, people feel stressed, ashamed, or uncertain when it comes to money. But it doesn’t have to be that way. With the right mindset and knowledge, you can take control of your financial future, support your loved ones, and achieve the life you envision.

Whether you’re starting from scratch or managing through life’s ups and downs, my goal is to provide you with practical, actionable insights to help you on your financial journey.

I invite you to join me on this journey toward real wealth.

Together, we can transform how you think about money and help you build wealth in a way that aligns with your goals and values.

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Beyond work, I love learning, podcasts, crafting, nature, and staying active with boxing, cycling, hiking, tennis, yoga and playing with my kitties. I’m fluent in Vietnamese, learning Mandarin, and know some French—because connecting across cultures matters to me.

Ready to begin your wealth journey?

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RECOGNITIONS & HONORS

Recognized among Money's 2025 choices for the 30 Best Women Financial Planners who are highly qualified, customer-centric financial advisors who serve clients of all backgrounds.