Exploring your wealth and beyond

Beyond Wealth Advisory LLC is an independently-owned investment advisory firm, committed to helping you navigate your financial landscape. We work with you to find your best solution.

Meet the Team

  • Randy S Tam

    FOUNDER & MANAGING PARTNER

    Randy oversees all portfolio management, financial planning, and investment decisions at Beyond Wealth. He has over 40 years of experience in investments, banking, taxation, and mortgages.

    Randy is fluent in Cantonese, Mandarin, and Taishanese. In his free time, Randy enjoys traveling, baking, and spending time with family and friends.

  • Isabella H Tam

    CO-FOUNDER & MANAGING PARTNER

    Isabella manages Beyond Wealth’s day-to-day operations. Prior to Beyond Wealth, Isabella supported operational growth at both IEQ Capital LLC and Fisher Investments, as well as at her family’s tax preparation business. She holds the Series 65 license.

    Isabella is fluent in Cantonese. In her free time, Isabella enjoys attending concerts and cooking new recipes.